Reading List
Financial Planning
- Use a Professional or Go it Alone? 4 Benefits of Working with a Financial Planner
- When – and How – to Start Your Estate Plan
- Breaking Down the Roles of Key Financial Advisors
- Charitable Financial Planning: When, Where, and How to Give
- Your Year-end Financial Checklist
- What Can a Financial Planner Do for You?
- Learning a New Language: Commonly Misunderstood Financial Terms
- 9 Financial Milestones for 20-somethings
- Saving for College: Understanding Your Options
- Stuck in Debt? You Can Benefit from Financial Planning, Too
- Six Financial Milestones for People in Their 30s
- A Side-by-Side Comparison: Stock Options and Restricted Stock Units
Wealth Management
- Risky Business – The Importance of Understanding Your Risk Tolerance
- A SMARTer Way to Create Realistic Financial Goals
- Demystifying the World of Fees: What You Need to Know About Financial Advisor Fees
- Breaking Down the Roles of Key Financial Advisors
- Is Real Estate Investing Right for You? Top Five Qualities of Successful Real Estate Investors
- Getting Ready to Take the Plunge into Investing? Understanding the Basics is Key
- New to Investing? Here’s Your Checklist
Retirement
- Are You On Track to Retire Early?
- Ready for Retirement? Avoiding 5 Most Common Pitfalls When Creating a Retirement Nest Egg
- When – and How – to Start Your Estate Plan
- Breaking Down Different Retirement Accounts
- Making the Most of Required Minimum Distributions
Business Owners
- Lennard van de Feltz Discusses Selling an International Business in Webinar for Global Chamber
- Lennard van de Feltz Shares Considerations for International Business Sales on Global Chamber Blog
- Susan Talbott Discusses the Importance of Small Business Assets with In Business Magazine
- Lennard van der Feltz Discusses Financial Planning for Business Growth with Az Business Magazine
- Lennard van der Feltz Shares Expertise in Company Retirement Plans with Az Business Magazine
- Five Tips for Managing Your Small Business’s Cash Flow
- In Business Taps Lennard van der Feltz to Share Startup Checklist
Taxes
Insurance
Lifestyle
- Financial Considerations When Planning an Extended Vacation
- How to Talk to Aging Parents About Money
- How to Talk to Your Children and Grandchildren About Money Management
- Maximize Your Side Hustle with These Financial Tips
- The Arizona Republic Taps Lennard van Feltz to Discuss Improving Kids’ Financial Literacy
- Six Financial Milestones for People in Their 30s
- 9 Financial Milestones for 20-somethings
- Lennard van der Feltz Shares Financial Tips for New Car Collectors with Phoenix Business Journal
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