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Creating a lasting financial legacy isn’t just about leaving money to your children—it’s about teaching them how to manage it responsibly and understand its purpose.
That money in itself is not always number one is an odd thing for a money man to say, but Stanley Gabriel, CEO of Momentum Savings, insists that there’s something not enough people think about when they want to start saving.
If you’re nearing retirement and your savings aren’t where they should be, it’s time to act – fast. Jurgen Eckmann, Wealth Manager at Consult by Momentum, says having a contingency plan is critical.
What can retirement funds do to improve client-adviser engagement during members’ employment years?