1100 13th Street, NW, Suite 750Washington, DC 20005202.887.6400Toll-free: 800.544.0155
All Contents © 2017The 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.
Given the right training, dogs (and their owners) can do almost anything. Hereâ€™s what my dog, Gopher, helped me learn about finances.
See More From: Building Wealth
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.