Hi, I’m Simon. I’m a financial advisor and I don’t care.

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Hi. I’m Simon. I’m a CERTIFIED FINANCIAL PLANNER™(CFP®) professional. When it comes to my clients, I don’t care. But don’t worry, there are plenty of other people out there who do care.

Insurance Agents

Take, for example, that insurance agent who is trying to sell you a permanent life insurance policy with a $30,000 a year premium. …


Newly-arrived non-citizens on visas and green cards have a number of financial issues specifically related to their non-citizenship

Most HR departments faced with inbound foreign nationals coming to work for the U.S. entity do a good job in making certain preparations for the employee’s arrival. Either on their own, or with the assistance of specialist relocation firms, they make preparations to deal with the immigration, real estate, educational and even cultural awareness needs of the new foreign employee.

However, there are a host of issues that foreign nationals face in the U.S. particularly in the fields of taxation, estate planning and credit development, where non-citizen staff are left to their own devices. And here we face the problem of “you don’t know what you don’t know” since most of them are unaware of some of the risks they are taking in these areas, let alone what to do about them. …


Last time I looked, about 86% of employees suffered from financial stress costing their employers millions. Here’s an idea ..

This is a reprint of an article I posted on Medium in 2014. While some of the information is a little dated (there’s now almost $1.5 trillion dollars of student loan debt!), the concepts, ideas and viability of the conclusion remain valid.

While certain firms are blindly cutting back on the level of employee benefits offered, more visionary companies have realized that providing their staff with a more stable and less stressful life outside the workplace can actually improve productivity and per-employee profitability. …

About

Anglia Advisors

Simon Brady CFP® CDFA® RIA in NYC. Clients: younger professionals, foreign nationals. Fees, not commissions. CERTIFIED FINANCIAL PLANNER™ www.angliaadvisors.com

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