The Advisory Group of San Francisco

“Women save, men invest.” Studies across the board show that women invest less than men and as a result, they lag in retirement savings by comparison. The excuses?

There are many. Read on to find out what they are, why accomplished women need to move past them, and how to get started with your own financial planning.

https://buff.ly/3Zunr77

Why accomplished women shouldn’t ignore financial planning, and how to get started | The Advisory Group of SF There’s an old saying in the financial industry–women save, men invest. Unfortunately, in this case, there is some truth to the stereotype. Studies across the

The Secure Act 2.0 is now law. And chances are, this $1.7 trillion dollar legislation will mean major changes to your retirement plan- in a good way!

We’ve summarized some key provisions of the legislation and what they mean for business owners and leaders. You'll also see how you can help your employees get retirement ready.

How the Secure Act 2.0 may impact your retirement savings | The Advisory Group of SF The Secure Act 2.0 is now law. And chances are, this $1.7 trillion dollar legislation will mean major changes to your retirement plan- in a good way!

When you change the questions you ask yourself, you can change your life. And the financial dimension of your life is no exception. Use these 10 questions to gain clarity on your direction and the steps you need to take.
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10 questions to change your life and financial independence When you change the questions you ask yourself, you can change your life. And the financial dimension of your life is no exception.

https://advisorygroupsf.com/recession-proof-retirement-portfolio/

At The Advisory Group we help our clients form a rock-solid recession plan to help keep their financial security in tact no matter what is happening in the market. In our latest article, we take you through the steps we go through with clients to recession-proof their retirement portfolios.

Keep retirement momentum: how to recession proof your portfolio | The Advisory Group of SF Though it’s still being debated whether or not we’re in an official recession, it is smart to be prepared for whatever may come, since we have no control on

Ready for a career break? Before you start your travels - or leave a job - take inventory of your insurance coverage and fully protect the adventure of your lifetime.

Insurance considerations for your midlife gap year Insurance protection during your career break is an essential part of planning your midlife gap year. Make sure you have the coverage you need.,

What if you never retire? Semi-retirement is a viable option for many business owners. Learn how you can stay involved, fulfilled and happy while freeing up more time to enjoy life, too.

The semi-retired life of business owners - AGSF What if you never retired? Semi-retirement is a viable option for many business owners who want to stay involved and enjoy more free time.

Can money buy happiness? The answer may be yes in some situations. Here's a look at how age, spending, cash-on-hand, income and other factors affect your happiness.

Money and happiness - a multi-dimensional view - AGSF We often hear "money can't buy happiness." but what if it can? We examine many dimensions that suggest how emotion and money go together.

Endowments are a powerful tool for non-profits, donors and fundraisers to magnify their social impact. Even experienced endowment fiduciaries and fundraisers often benefit from improving their understanding about:

~ what endowments are (and are not),
~ how to guide donors around unintended consequences, and
~ how to frame a win-win-win value proposition for everyone involved.

AT the Advisory Group we take pride in helping endowments achieve their missions. Learn the ins and outs of endowments in our latest article.

Endowments 101: What fiduciaries must know - AGSF Endowments help non-profits, donors and fundraisers to magnify their social impact. Even experienced endowment fiduciaries need guidance.

How do you talk finances with aging parents? There are a number of areas to cover with your mom and dad before they need help. We've outlined them here. (we're also doing a webinar on Thursday on this topic).

Read more here:

The Gen-X dilemma: how to talk finances with aging parents Like it or not, Gen Xers often have to deal with aging parents. Here are the conversations you should have about their finances.