I would have to sum up Quarantine Fitness with…” Where there is a will, there is a way!” As a lifelong workout/fitness guy, imagine my surprise when all my gyms one by one started closing this last March. Here is my tale about how I kept my workout routine through the COVID-19 quarantine. My primary
High Net Worth Individuals (HNWI) often have higher risk exposure and more complex insurance requirements. HNWIs are sometimes more prone to legal action from those who seek to gain a profit from their wealth, or in some cases, even targeted because of their wealth. Unfortunately, HNWIs are often underinsured, as many have obtained first-generation wealth,
Today’s society sends a lot of powerful messages to both kids and parents. One of the most prevalent is, “The more you give your child, the better parent you are.” A lot of times, however, this leads to overindulging children.  In turn, that overindulging leads children to a false sense of entitlement, “I am, therefore,
How to Make Sure Your Wealth Lasts for Multiple Generations
You’ve probably heard the numbers; about $68 trillion in U.S. wealth is expected to change hands from older generations to younger generations in the next 25 years. Unfortunately, much of that wealth won’t make it the 3rd generation, the grandchildren. Rarely is the issue that the financial advisor didn’t do a good job. Most of

Bart A Zandbergen, CFP® is a Registered Investment Advisor with Optivest, Inc and a Registered Representative with Gramercy Securities, Inc. Investment advisory services are offered by Optivest, Inc. under SEC Registration and securities are offered through Gramercy Securities, Inc., member FINRA & SIPC, 3949 Old Post Road, Charlestown, RI, 02813, 800-333-7450.


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Securities offered through Gramercy Securities, Inc., 3949 Old Post Road, Charlestown, RI 02813, 1-800-333-7450