Jack Plotkin, Harvard Alum, and Modern Healthcare Advances

JACK PLOTKINJack Plotkin has gained notoriety as the CEO of Cardinal Solutions, a modern customized company that focuses on advisory and investment assistance. The firm is based out of New York City and has been gaining success for a number of years now. Plotkin has over 20 years of experience and hands on training when it comes to investment, marketing, and business growth. He is most comfortable working at the crossroads where business and technology join and change lives. With more than 100 past and current Fortune 500 firms having received counseling and advice from Plotkin, he has a wealth of knowledge that can be beneficial for businesses across all major industries. The majority of his passion and focus are in the areas of healthcare and life sciences.

Plotkin feels that we are just now catching up to the full potential that modern medical and technological advances present to us. We now understand that to be living and to be healthy involved more than basic vital signs, lab results, and diagnostic picture. True health and a life worth living is one that relies on much more than the bare minimum. However, what is exceptional about where we are now in the modern world today, is our technical ability to track, record, interpret, and apply a wealth of data and records related to individual health and wellness.

Today we have wearable technology that can record everything from the number of steps we take, to our blood pressure, to our breathing rate, to our blood sugar levels. This gives us access to personalized data that can make developing tailored health care and treatment plans much easier and much more practical. This has been one of the goals of Plotkin and his team, to keep healthcare up to date with the modern time and to ensure people are taking full advantage of the technological tools available to them.

JACK PLOTKIN

What the future holds remains to be seen but Plotkin and his team are ready to help doctors, health care professionals, researchers, and individuals take the next step towards an even smarter way to monitor and improve health in the digital world we live in today!

Gulf Coast Western

MATTHEW FLEGERWe live in a day and age where making sure impact on the environment is minimal is more important than ever. The oil and energy industry are one that has not changed much in the last few hundred years. Companies seek to make as much profit as possible with little thought into what it does to the environment and the people around it. Gulf Coast Western and Matthew Fleeger are going the extra mile to make sure that their company does good and that they can change the industry as we know it.

Instead of opening up new drilling sites or working to make a huge profit, Gulf Coast Western works with existing sites and existing companies to partner and to harvest oil with minimal effect on the environment. Instead of opening up new sites, Gulf Coast Western uses sites that have already been in use. This helps to reduce impact, reduce time that the company has to wait to start working, and also helps to eliminate things like permits that will have to be drawn up.

Gulf Coast Western also takes the time to listen to customers to help make sure that their everyday operations are up to the standards that their customers have grown to expect. Rather than just going on about their business as usual, Gulf Coast Western and Matthew Fleeger actually listen to what their partners have to say in an effort to improve overall operations. The company has a fantastic rating on the Better Business Bureau and they are working to do more for the community every day.

MATTHEW FLEEGER

With an industry that has been around for so long and that is so stagnant, it is important to change and evolve so that the industry can truly make a difference and move toward something better. Gulf Coast Western is just one company that is eager to spearhead change and they are doing it every single day that they operate.  

James River Capital – Technology for Everyday Financial Goals

JAMES RIVERJames River Capital understands that building savings and capital can be a challenge when day-to-day life – and the associated expenses – continue to distract. However, the firm also understands how modern technology can help make saving and financial management much easier, no matter where you are in your financial life. Here are several important ways that James River Capital suggests you can use technology to help gain control of finances.

 

 

  • Connect with a larger community: The online world is filled with communities that can help you spend wisely and save. Are you connected with any of them? Look for apps and online social organizations that focus on creative ways to give, smart savings, how to look for discounts, and more. This will help you make wise spending practices a part of your everyday life.
  • Create goals with financial apps: Financial apps can connect to your bank accounts and give you a healthy snapshot of your financial situation. However, many of them also allow you to set specific financial goals for savings or other objectives. It’s important to learn how to use those goal-setting features to help you meet monthly amounts. Once these apps help you get into the habit, the rest is much easier!
  • Auto payments: While automatic payments aren’t for everyone, they can be very useful to set up for certain monthly bills so that you can ensure you’re never late on them. This may be especially important for credit card debt or loan payments, but automatic payments are quite versatile. Set them up with your online banking services.
  • Invest wisely: Today’s online tools and platforms make investment very easy, even if you’ve never invested before. You don’t have to start with large amounts of money, either: Look for investment apps that allow for smaller investments and simple goals, and make sure you read reviews on any platform before making a choice. A little bit of education can set you up for years of smart investment choices that fit your financial goals.

Stock vs. Cash Donations with HCR Wealth Advisors

With the Holiday season in full swing and the end of the year only days away, it is time for many clients of HCR Wealth Advisors to look into their final donations for this calendar year. HCR clients have the option to donate their stocks instead of cash this holiday season. These organizations have the option to utilize these assets as they see fit by allowing them to grow or cashing them in, based upon their own needs.

HCR WEALTH ADVISOR

When HCR clients donate stocks to their respective charities and organizations, they may be able to receive their tax deduction as they would for any cash donations. When removing these stocks from the portfolio for a donation, they are also removing a tax liability for future payments, which provided double the benefit for the donating client. Beyond the benefits that donating stock has to the client personally, they are donating much more when they choose stocks. Because they have the potential to continue growing in value, these organizations can invest in these stocks for their own wealth management and the donation become much more valuable than its initial value. When a cash donation is gifted, that is the maximum value that an organization can receive from that single donation. HCR Wealth Advisors can help make the switch for clients and ensure that the donation process is properly administered.

The financial experts at HCR Wealth Advisors want to offer their clients a variety of options that allow them the opportunity to maximize their charitable donations and spread their good fortune as far as it can go. While these charitable acts can alleviate some of the tax burdens, having options to give to these causes can make a difference in how an organization will fare in the future and what their options are based upon what was donated. Make your gift count this holiday season and reach out to your advisor today.

This article is provided for informational purposes only and should not be interpreted as investment advice.

https://l.facebook.com/l.php?u=https%3A%2F%2Ftwitter.com%2Fhcrwealth%3Flang%3Den%26fbclid%3DIwAR062CoUz6KmOW0_pu8FmznKtvBoS6-aOzNoMCbbq5FYAQ1W8MmmO1zpPXg&h=AT0E3CAA3A3Po-v9IGs4ICsyP9llLNtB5G-SzNsueGTap48Ae4evkt7tQKe5F84Mv9aBZ-Y2BGcpA3Qf4rTV2I7Rfo3c7mgugn0WWrN3IzQm7Td1ML_VoktS9KpPcse5s_Vf1A