Posted by The SFA Team on December 12, 2017
Saving for college education can be an intimidating undertaking for many parents who may be inexperienced with tax laws, and unsure how to balance their own financial goals, such as saving for retirement and the financial needs of their children. There are many options available to finance a child’s education, and which one or more options to choose requires consideration of many important factors.
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Posted by The SFA Team on July 4, 2016
SFA President Jim Adkins was interviewed for an article in The Suit Magazine. The article discusses educating clients on confusing industry terms and helping them reach their financial goals.
To read the entire article, please click here.
Posted by The SFA Team on April 29, 2016
SFA President Jim Adkins was recently interviewed for and published in an article for ForRent.com. The article discussed Senior Living and how to factor healthcare costs in retirement planning.
To read the entire article, please click here.
Posted by The SFA Team on April 21, 2016
Jim was recently interviewed for and published in an article for the Financial Advisor IQ, a Financial Times Service by R.A. Monroe. The article, called “Disarm Your Client's Shame,” was published on February 19, 2016. Jim discusses a situation with an anonymous client couple that felt shame and embarrassment about their lack of planning, and how he was able to help them move past that and develop a plan that fit their needs.
To read the entire article, please click here.
Posted by The SFA Team on April 13, 2016
Jim was recognized as a 2015 Five Star Wealth Manager in Washington, D.C. This was Jim's first year to be recognized for the award. It was published in an area magazine and released on October 25, 2016.
To see the criteria for choosing winners, and Jim's piece in the magazine, please click here.
Any mention of articles, authors, or publications do not represent an affiliation with, or endorsement of, said articles, authors or publications.