Debt & Estate Planning – The Sandwich Generation

Many of you have heard the term “Sandwich Generation.” This means you are stuck helping your children and your parents. As parents, you do your best to set your children up for financial success. Additionally you may be helping an aging parent on the other end of the spectrum – end of life planning. You need to understand the rules and laws of each. Proactive education and proper estate planning can help make sure you do not run in to trouble down the road. Our own Jeff Clark was interviewed on Kare11 to discuss this exact topic.

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Forbes Best-in-State Wealth Advisor and Forbes Top Next-Gen Wealth Advisors(2022). The Forbes Best-in-State Wealth Advisor is developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years’ experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.

The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion—mostly gained through telephone and in-person due diligence interviews—and quantitative data. Those advisors that are considered have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.

Inc. 5000 Fasting Growing Private Company ranking. Companies on the 2021 Inc. 5000 are ranked according to percentage revenue growth from 2017 to 2020. To qualify, companies must have been founded and generating revenue by March 31, 2017. They must be U.S.-based, privately held, for-profit, and independent—not subsidiaries or divisions of other companies—as of December 31, 2020. (Since then, some on the list may have gone public or been acquired.) The minimum revenue required for 2017 is $100,000; the minimum for 2020 is $2 million. As always, Inc. reserves the right to decline applicants for subjective reasons. Growth rates used to determine company rankings were calculated to three decimal places. This ranking is not an endorsement, nor does the ranking imply investment success.