Category: Featured Story

Care Income Advisors is delighted to announce that Ryan Quante has been featured in  interviews on major TV Networks. As a recognized financial expert and dedicated client advocate, Quante’s insights and expertise have garnered attention from esteemed media outlets.  A full interview can be seen at: https://www.fox47news.com/entertainment/shows/the-morning-blend/interview-with-ryan-quante-of-care-income-advisors-03-01-24 In the interviews,…

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In the fast-paced and demanding world of healthcare, physicians often find themselves engrossed in their practice, with little time to focus on financial planning. Comprehensive financial planning is a crucial aspect that can significantly influence a physician’s lifestyle, retirement, and wealth accumulation. Recognizing this raises awareness about the importance of…

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In today’s fiercely competitive business landscape, future-proofing one’s business is no longer optional—it’s critical. Addressing this pressing need, a transformative business workshop on the crucial yet often overlooked aspect of Exit Planning. Exit Planning is a strategic roadmap that enables business owners to prepare for their inevitable transition out of…

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Alex Khassa discusses how Clients Blackbox is revolutionizing financial advisor marketing. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-alex-khassa-founder-of-clients-blackbox/ The episode highlights the significance of adopting unique and innovative approaches to foster company growth. Alex Khassa points out that if everyone in the industry is using the…

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James Lavorgna discusses the benefits of a virtual family office. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-james-lavorgna-founder-of-spencer-advisory-services-discussing-his-virtual-family-office-team-based-model/  In the episode, it is mentioned that James’ family office operates on a team-based model with five pillars of proficiency: advanced tax planning, risk mitigation, wealth management, legal services,…

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Renee’ Kennedy discusses the art of adaptability: lessons from black swan events. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-renee-kennedy-president-of-aaa-life-solutions-discussing-the-black-swans-of-life/  The country is currently experiencing a sense of uncertainty and anticipation of a potential crisis. Renee’ Kennedy cites past events such as 9-11, the Fukushima nuclear accident,…

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