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Jon Luskin

Succession, Exit, Continuity & Practice Emergency Plans

March 5, 2017 By Jon Luskin Leave a Comment

When it comes to acquiring the existing business of an exiting advisor, there are two possible ways to do this: Your classic and well-known Exit and Succession Plan The more uncommon Continuity Plan

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Hourly Advice for Do-It-Yourself Investors. "@Bogleheads® Live" host. Advice-Only #CFP®. #fiduciary. @SDFLC volunteer. Tweets ≠ Advice. https://t.co/GJqMxe3Uoj

Jon Luskin, CFP®
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Rick_FerriRick Ferri, CFA@Rick_Ferri·
11h

I had fun on this interview with Stan the Annuity Man who never once brought up annuities.

https://www.stantheannuityman.com/rickferri-funwithannuities

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MeasureTwiceMNYCody Garrett, CFP®️@MeasureTwiceMNY·
16h

Tomorrow (Wednesday)!

I am sharing the most commonly discovered financial planning opportunities.

https://twitter.com/i/spaces/1ynJOZYDbDzGR

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BlankenshipFPJim Blankenship@BlankenshipFP·
18h

Tax-Loss Harvesting Treasury Bond Index Funds in 2022 #PFshare via @JonLuskin https://jonluskin.com/tax-loss-harvesting-treasury-bond-index-funds-in-2022/

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Jon Luskin is a registered investment adviser in the states of Arizona, California, Louisiana, Massachusetts, New York, North Carolina, Texas, and Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

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