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5 Easy Ways Retirees Can Improve Their Financial Situation

May 11,17 | 3:25 am

Making the shift from earning a regular paycheck to subsisting entirely on retirement savings can be a shock for even the most confident retirees.

Even if you’ve saved for retirement your entire adult life and are reasonably sure that you have enough to get by, financial stress can still creep up. Luckily, there are many relatively easy ways that retirees – and near-retirees – can improve their finances. Continue reading

Financial Advising Trends That You and Your Clients Need to Know About

May 09,17 | 6:07 am

The end of 2016 and beginning of 2017 marked a fairly uncertain period for the finance industry.

The result of the U.S. election, unexpected by many, threw markets into a tizzy. Once President Trump took office, things remained uncertain: how would this president change rules and regulations that the previous administration had set? How would his promises to improve the economy actually play out? Continue reading

Give New Life to Your Life Insurance This Spring with a Life Settlement

May 05,17 | 2:23 am

When’s the last time you thought about your life insurance policy? If your children are grown up and self-sufficient, or you’re widowed or divorced, the answer might be: Not lately.

But maybe you should start thinking about it. When you do, you might just find that you don’t really need it anymore.

This is often where seniors with unnecessary life insurance policies stop. They may think, “Oh well,” and either keep paying the premium, let it lapse, or cash out the policy. Continue reading

5 Retiree Tips for Spring Cleaning Your Finances

April 27,17 | 10:10 am

The warmer weather may already have you taking out your broom and duster to spring clean your house. Shaking out those curtains, airing out your rugs, scrubbing those hard-to-reach places – they’re all rituals we come to embrace without even really thinking about them.

But what about your finances? Surely your financial house could use a spring cleaning, too – especially if you’ve been retired for a while, and have pretty much set your finances on autopilot. Continue reading

The Best Personal Finance Podcasts for Retirees

April 20,17 | 5:46 am


If you aren’t on the podcast bandwagon yet, you are getting left behind. With financial podcasts, you can wash dishes or tend to a garden while learning how to do a better job of planning for the future – as well as the here and now.

There are a whole lot of podcasts out there, which can make it hard to zero in on the ones that are truly helpful. To help get you started on your podcast journey, here are the ones that we’ve found to be the most useful for retirees who want to make better financial decisions. Continue reading

Helping Terminally Ill Clients Plan for the Future

April 18,17 | 2:45 am

When one of your clients becomes terminally ill, you, as their financial advisor, find yourself with a great responsibility.

While we all may certainly try our best to plan for every eventuality, there are few among us who truly understand what a terminal illness can mean for our family’s finances. In addition to immediate healthcare costs, clients have to consider the potential need for long-term care, estate planning, and how to utilize or distribute any assets – including life insurance policies. Continue reading

Training Millennial Advisors to Work with Baby Boomer Clients

April 13,17 | 9:17 am

Young financial advisors don’t always have it easy when it comes to working with clients.

For one thing, they’re fairly new to the job. Just like any newcomer to an industry, they have a whole lot to learn.

For another, building a strong client base as a financial advisor relies greatly on trust. Do your clients trust your integrity? Do they trust your knowledge? Do they trust that you always put their financial interests above your own? Continue reading

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