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Your Financial Future – Planning for 2021
Good riddance 2020, welcome 2021… For the past 26 years, the professionals at ICG next have counseled clients across multiple generations on those topics (planning effectively for educational expenses, ensuring a smooth and orderly transition of wealth, philanthropic...
Looking at the Past Year and Setting up Investments to Lessen Tax Burden
Death & Taxes – as the old saying goes, the only two guarantees in life. While there are many polarizing, unpopular topics in one’s life, no one topic is arguably more polarizing than taxes. As a financial professional providing counsel to clients and their...
November Food Drive: Come Help ICG next Support a Great Cause
In an effort to create some positivity and help those in desperate need in a very challenging year, ICG next has partnered with Fulfill (formerly Monmouth County Food Bank) to organize a food drive. Fulfill is a worthy local organization that helps fight the battle of...
Redefining Service: Our Policy of ‘Service Before Self’ at ICG next
As a consumer, I have watched as the very definition of service, not to mention its delivery, has sunk to an unprecedented low. Service associates rush to conclude a call, routinely provide misinformation and generally don’t care about the well-being of the very...
Organizational Sustainability: ICG next Sets Out on a Quest for the Brightest, Disciplined and Most Motivated Individuals to Begin or Continue a Career at Our Firm
Often ignored by advisors and overlooked by clients is the importance of organizational sustainability – the ability for an organization to continue unparalleled service and meaningful counsel to its clients in the event a team member (s) is no longer with the...
Becoming ICG next, Intellectual Capital Group Rebrands More Than Just the Name of Their Financial Services Company
Evolution, like death and taxes, is inevitable – things change. Unfortunately, change is something that folks often wish to avoid at all cost. After all, change for most is both painful and unpleasant – or is it? Truth be told, when one chooses to shape change in a...
The Four Cornerstones of Success: Wisdom, Insight, Knowledge and Experience
Contrary to popular belief, financial success is NOT a function of what financial services firm is chosen (Merrill Lynch, Edward Jones, LPL Financial, Ameriprise Financial etc.) or what investments vehicles (mutual funds, annuities, stocks, etc.) are utilized in the...
Creating a Personalized Financial Plan
Every generation has events that “define” the generation and while folks often state that “things will be different,” the old saying “the more things change the more things stay the same” is instead the reality. Of course, during times of uncertainty, it is only...
Challenging Yourself – A Financial Planning Guide Through Life
Who you are today is different than who you were 5 years ago and who you will be 10 years from now will be altogether different than who you are today - after all, evolution and change are as certain as both death and taxes. That said, having a comprehensive financial...