CFP Board Names Votava 2015 Chairman-Elect
G. Joseph Votava Jr. is currently CEO of Seneca Financial Advisors LLC, which has offices in Rochester, N.Y., and Washington.
An Age-by-Age Guide to Teaching Clients’ Children About Money
Money talk in some families is almost as taboo as sex talk, providing advisors an opportunity to educate clients and build relationships that last generations.
The Elderly Client: 4 Tips to Deal With Cognitive Decline
Despite the vivid reminders of what happens as we age — from forgetting to pay a bill to coping with a diagnosis of Alzheimer’s disease — the majority of Americans avoid talking to their children and families about planning for the inevitable.