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Debt Consolidation: Helping Clients Manage Debt

Posted by Joe Trifiletti on 12/13/19 1:22 PM



  • In dealing with debt, you should get familiar with these 3 key factors when considering Debt Consolidation, 3 common Debt Consolidation tools, and their pros/cons.
  • Your goal as an Financial Advisor is making sure clients don’t make the same mistake twice that damages their financial health.

More so than ever, Financial Advisors have become holistic practitioners looking at the complete financial wellness of their clients. Long gone are the days of transaction-based FAs handling 401ks and investments for retirement – Financial Advisors have become embedded in the personal lives of their clients, offering advice on a myriad of financial (and sometimes non-financial) needs.

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Topics: Financial advisor

The Go-Giver: Kerim Tulun

Posted by Vanderbilt Financial Group on 9/17/19 1:28 PM


Editor’s Note: Each month Vanderbilt Financial Group features an advisor in the Vanderbilt family who exhibits the VFG values of Gratitude, Respect, Innovation, Teamwork and Trust on a consistent basis. These values impact their work with clients and VFG staff, and ultimately pushes for an excellence in their business practices that is unparalleled and incredibly unique. Beyond high-level producers, these advisors offer sage advice and best practices for boosting your business on your terms according to your values. This month’s Advisor Spotlight features Kerim Tulun. In addition to his dedication to his clients, Kerim is an active Mentor with Big Brothers Big Sisters of Long Island as a consistent positive influence, supporter and friend in the lives of local children. Further showcasing his devotion to the community in which he lives and works, Kerim is also a member of the Sysosset Woodbury Chamber of Commerce, an organization committed to promoting local business for the betterment of the community.

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Topics: Financial advisor, Vanderbilt Financial Group, The Advisor Spotlight

Elder Care Planning Considerations; A Gray Matter

Posted by Vanderbilt Financial Group on 11/17/16 2:26 PM

Illness, injury, and wears and tears of aging put extreme stress on a person’s life physically, emotionally, and financially. When a spouse becomes ill or a parent loses mental capabilities, the two main priorities become healthcare and family time.

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Topics: Financial Advising, Elder Planning, Gray Matters, Medicare, Medicaid, Financial advisor

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