Blogs

Should You Become a Family Caregiver? 4 Questions You Should Consider

Jan 06, 2016

When an aging parent or other loved one needs full-time care, many of us feel duty-bound to become a family caregiver. This can be especially true for adult children of ailing parents – after all, our parents took care of our every need for years. Don’t we owe them the same thing? Choosing whether or […]

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4 New Year’s Resolutions for Financial Advisors

Jan 04, 2016

Whether or not you keep your New Year’s resolutions past January this year, there’s something to be said for taking the time to reflect, regroup, and make some plans to move yourself forward in the new year. In addition to the usual worthy resolutions having to do with eating better, exercising more, and spending more […]

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Year-End Financial Tips for Retirees

Dec 31, 2015

This post is part of our series for advisors to pass to their clients.  Knowing more about your clients’ needs will help you to better serve them. Aging doesn’t have to be scary, and we here at Ashar want to help you provide the resources that policy sellers need to flourish in this chapter of […]

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Creative Ways That Baby Boomers are Approaching Retirement

Dec 23, 2015

This post is part of our series for advisors to pass to their clients. Knowing more about your clients’ needs will help you to better serve them. Aging doesn’t have to be scary, and we here at Ashar want to help you provide the resources that policy sellers need to flourish in this chapter of […]

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Our Top 5 Holiday Gifts for Financial Advisors

Dec 21, 2015

Do you have a financial advisor, insurance professional, accountant, or other finance guru somewhere among your friends and family? If so - or if you are one yourself - you know it can be hard to find a gift that plays into their love of numbers, math, or economics without being just plain old boring. […]

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Showing Appreciation to Caregivers During the Holiday Season

Dec 17, 2015

Whether our caregivers are professionals, like nurses or home health aides, or family members, like spouses or adult children, their jobs can often be difficult, even thankless. Professional caregivers have to develop that special balance of warmth, compassion, and practicality that allows them to do their jobs well, while still maintaining their own separate home […]

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The Best Client Gifts to Get This Holiday Season

Dec 15, 2015

Depending on your level of creativity and how much you like shopping, deciding on client gifts for the holidays can be either a welcome interruption of your everyday tasks, or a dreaded assignment that you feverishly pass off on your partner or administrative assistant. And while passing it off is, of course, a perfectly fine […]

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The Best Continuing Education Opportunities for Financial Advisors

Dec 10, 2015

Teachers, government workers, healthcare professionals—for people in these professions, continuing education is part of the job. While continuing ed (CE) has always been important in order to keep skills and knowledge fresh, you could say that today it’s even more vital. After all, the rate at which we’re coming up with new approaches and best […]

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Our Top Five Financial Tips for Seniors

Dec 08, 2015

As a senior, you’ve been working with your finances for decades. Managing your budget, saving for retirement, putting your kids through college—you planned and saved for years, and now you’re reaping the rewards of that financial responsibility. However, becoming a senior and going from the working world to that of retirement doesn’t mean you can […]

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Understanding Ashar’s Life Settlement Policy Quiz

Dec 04, 2015

If you have a client who’s considering a life settlement, chances are you have some research you’re doing. It’s not always clear whether a life settlement is in the best interest of your client, or even whether a life insurance policy will qualify for this kind of financial solution. That’s why we at the Ashar […]

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