July 2018 - C1 Insider

Social Security benefits buy 34 percent less than in 2000, study shows

Jul 30, 2018 | Client Related

If you feel like your Social Security check doesn’t stretch as far as it once did,...

Many of us are familiar with and follow the “120 minus your age” investing framework. It says that...

Asset-based pricing and managed money were meant to put the client and the advisor on the same...

Jul 16, 2018 | Client Related

One of the most common obstacles that family businesses face is multi-generational succession...

Jul 10, 2018 | Tax

Here’s what will happen next year at tax time. Your client’s accountant will tell your client...