1100 13th Street, NW, Suite 750Washington, DC 20005202.887.6400Customer Service: 800.544.0155
All Contents © 2020The Kiplinger Washington Editors
See All Authors »
Vice President - Wealth Adviser,
Centric Capital Advisors
William Rassman is a Certified Financial Plannerâ„¢ and Vice President â€“ Wealth Adviser for the independent wealth advisory firm Centric Capital Advisors.
The Minnesota native began his career in NYC at Smith Barney in 2008.
A former collegiate athlete, Rassman now lives in Los Angeles, where he volunteers with his dog, Gopher, and enjoys playing hockey and golf.
While wedding planning is a time for picking flowers, colors and cake flavors, there are some more important things you should be discussing. A newly engaged financial adviser details how to handle those tough conversations.
See More From: Building Wealth
Given the right training, dogs (and their owners) can do almost anything. Hereâ€™s what my dog, Gopher, helped me learn about finances.
The obvious costs include late fees and the loss of the magical power of compounding, but there are less obvious â€” and more insidious â€” costs as well.
If your grandfatherâ€™s financial adviser doesnâ€™t feel like a good fit, it might be time to go shopping.
Discussing financial matters with your kids can be difficult. Try to remember that they are adults.