Financial Planning Designations: Who does what, and who do I need?20210720202155

Financial Planning Designations: Who does what, and who do I need?

Richard Kluska, CIM®July 20, 2021, , 0 comments
As if the financial planning and wealth management industry wasn’t already full of jargon, the certifications and designations behind advisors’ names simply add more confusion to the industry. These days there are numerous designations that advisors can get, but they don’t all add up to the same use or value for the client. Here are a few of the most common designations you’ll find in financial ad...
Clip: Do hockey players have financial discipline?20210616204041

Clip: Do hockey players have financial discipline?

Former NHL’er-turned-financial planner, Kent Manderville, answers the question: do hockey players have financial discipline off the ice like the discipline they portray on the ice? Listen to the full interview on the IP360° Podcast....
Getting what you earned: Converting business values to personal net worth & income20210422174504

Getting what you earned: Converting business values to personal net worth & income

With boomers leaving the workforce and retiring in droves, recent stats show that less than 50% of business owners have a clear plan for leaving their business with money in their pocket. Richard Kluska and the team at IP Private Wealth is working to get them back on track.  For the past 20+ years, Kluksa […]...
What a $1 Million Salary Looks Like in Today’s NHL20210421201852

What a $1 Million Salary Looks Like in Today’s NHL

A million-dollar salary is great and a fantastic achievement, but NHL players have to realize they only receive a fraction of that amount and they need a plan for how to protect and grow what dollars they do receive. And those dollars need to last a long while in their transition from hockey to their career beyond the rink. ...
Professional Hockey Players: Off the Ice and Into (Financial) Hot Water20210413184029

Professional Hockey Players: Off the Ice and Into (Financial) Hot Water

Kent Manderville, CFA®, CFP®April 13, 2021, , 0 comments
What do hockey players and frogs have in common? There is a longstanding myth that if you put a frog in a pot of boiling water, it will immediately leap out; but if you put the frog in a pot with cooler water that is gradually heated, the frog will remain in the water until […]...