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An Update from Clearview Wealth Management. Greetings to each of you and thank you for making Clearview Wealth Management a wonderful success. The past 3 months have been exciting and busy but what we are most proud of is your trust and willingness to continue our relationship. We are grateful for this and we are committed to building and furthering this relationship through hard work and responsiveness to all your requests. In this inaugural newsletter, the focus will be operations and client service initiatives. The operational aspects of what we do often go unnoticed, but they are critical for us to meet and exceed your expectations around service and support of your financial requests. Future newsletters will resume their attention on financial planning and investment topics with an occasional update on firm news and industry trends. As you may know, we engaged Charles Schwab, Fidelity Investments and National Advisors Trust Company to serve as custodians of your accounts and the investments they hold. We are excited to continue these relationships and take pride in the exceptional standard of care they Read on! →
Megan Rindskopf quoted in USA Today. New wrinkles. Pressure to procreate. And what have you checked off your bucket list lately? Turning 30 can be stressful, even before thinking about personal financial goals and how to achieve them. Adults 34 and younger grade themselves worse than any other age group in their personal finance knowledge, with 48% giving themselves a C or lower, according to a survey by the National Foundation for Credit Counseling. Financial planners say that needs to change. Millennials have a lot to do to get their house in order… …”Thirty today isn’t what 30 was a few decades ago. It could mean single and 30, or married with children,” says Megan Rindskopf, 26, a certified financial planner with ClearView Wealth Management in Charlotte. “I think the biggest issue for people in this age range is knowing how best to deal with competing priorities. A lot of people are living paycheck to paycheck. This is kind of the age where you feel you need to grow up.”… Read More at USA Today.