by Vance Barse | Jan 24, 2020 | Financial Planning, Video
Accessory Dwelling Units (“ADUs”) are booming in Southern California and other parts of the country. Commonly known as granny flats or in-law suites, ADUs are typically small structures that the owner rents out for income and may also use as a place to...
by Vance Barse | Oct 19, 2019 | Financial Planning, Video
I recently attended Commonwealth’s national conference and had the good fortune of talking to Bloomberg Radio about a very interesting trend in retirement planning. Other topics included how to deal with anxiety about market volatility and what to look for in working...
by Vance Barse | Aug 28, 2019 | Financial Planning, Video, Webinar
This webinar discusses: Do you know the standard to which your advisor is being held? Do you know how much your advisor is really charging you? Is your advisor bridging planning gaps that often exist? Comprehensive planning – what is it, why is it important to you,...
by Vance Barse | Feb 26, 2019 | Financial Planning, Video, Webinar
Succession Link invited me to participate in “Growth Through Acquisition: Finding the Right Fit” as a subject matter expert who has used its platform to successfully acquire a retiring advisor’s practice. Please enjoy the following webinar during which I discuss...
