The end of one year and the beginning of another is a time of reflection and change - a time when we consider what we’ve accomplished in the past year, and set goals for the one to come. This is as true in a financial advisor’s office as it is anywhere else. After all, the […]
How are you going to make 2017 an even better year for you and your practice than 2016 was? Are you going to expand your client services? Educate yourself about a new financial area? Work harder at bringing in clients of multiple generations? There’s no better way to lay out your plans for the year […]
Trust is a vital element of any business relationship, but in financial advising, it’s absolutely essential. Your clients are giving you influence over one of the most important parts of their lives: their finances. The stakes are high. As we all know, following bad or unscrupulous financial advice can lead to ruin, and clients are […]
If you’re not prepared, paying for long-term care can be one of the most stressful financial burdens many adults face in their golden years. With costs running into the tens of thousands of dollars per year, and only increasing, long-term care requires thoughtful financial planning. Thankfully, there are several options for paying these costs, as […]
Even those of us who’ve been making financial decisions for decades can stand a little help now and then. This is especially true as we near retirement, when financial discipline becomes more important than ever - even if we’ve saved all the money we think we’ll need.
We’ve all seen the popular stereotype portrayed of the older generation – the cranky, misanthropic old man – but we’re will to bet there are very few people who actually want to become that person as they age. Who wants to spend their golden years grumbling about minor inconveniences and being rude to everyone who […]
When you’re reviewing your client’s assets, what do you take into account? Their house, certainly. Investment and bank accounts. Valuables, like art or jewelry. But are you including their life insurance policy? You should be. Although many people, both consumers and those in the financial world, aren’t aware of this fact, a life insurance policy […]
One of the many perks of retirement is the chance to spend more time with family. Some retirees even decide to move in order to be closer to children and grandchildren, downsizing their home along the way. While there’s nothing like the pleasure of being able to watch your grandchildren grow up, retired grandparents may […]
As we age, certain things begin to change. Our muscles aren’t as strong as they used to be. Bedtime seems to come earlier than it used to. Forgetfulness can start to creep in. Luckily, there are all kinds of things that we can do to keep our minds and bodies healthy. The body is a […]
As a financial advisor, you have a responsibility to protect your clients’ best interests. Given the nature of your work, you’re entrusted with privileged information - and not just of the financial type. If you work with a client for a long time, you learn things about their family situation, their career, their health, even […]
