Stuart Financial Group Continues 'Thought for the Week' Educational Outreach
(firmenpresse) - WASHINGTON, DC -- (Marketwired) -- 08/13/15 -- Bryan S. Slovon, founder and CEO of Stuart Financial Group in Greenbelt, MD, is continuing his educational outreach to the public for financial awareness with his "Thought for the Week" program, featured on his firm's website, ().
"Education for our current and future clients -- and the public in general -- is particularly important for our firm, because not only is our approach comprehensive, it also includes a unique take in specific areas," Slovon says.
"Of particular interest to us is looking at our clients' unique tax situation and uncovering incorrect uses of taxable and tax-deferred strategies so that we can provide meaningful solutions for clients including potentially lower taxes, decreased market risk, greater income in retirement and proper wealth transfer."
But most people approaching or at retirement age simply do not understand the terms, concepts, contingencies and other factors surrounding these strategies, he says.
"Our 'Thought for the Week' program, which we've been faithful to throughout 2015, hits on a different new topic with each post," he says. "Financial education isn't something you're going to complete. However, with consistent and informative updates, you'll get a consistently clearer picture of what's possible for the future."
A recent post explores whether 401(k) loans are a good idea. They're not, the content reveals in five easily digestible points.
"Loans against one's 401(k) may be tempting, especially if you want to help out your son or daughter who needs the money, but the potential penalties can wreak havoc on your retirement," he says.
In addition to the educational posts each week, Slovon's firm hosts regular workshops, appreciation events, speaking engagements and presentations to keep clients in the loop.
"The more engaged folks are, the better off they'll be in maximizing their financial destiny," Slovon says. "I want my clients to make the most of their retirement years."
Bryan Slovon is the founder and CEO of Stuart Financial Group, (), a boutique financial planning firm exclusively serving retirees and soon-to-be retirees in the District of Columbia metro area. He is a financial planner specializing in retirement planning and wealth preservation to a select group of clients. He currently holds his Series 65 license and is a Registered Financial Consultant as well as a Comprehensive Wealth Manager offering investment advisory services through Global Financial Private Capital, an SEC registered investment advisor.
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Datum: 13.08.2015 - 11:00 Uhr
Sprache: Deutsch
News-ID 413418
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