Virtual reality
April 19, 2021Your clients have more than likely expressed their concerns to you about what the future of the market will look like following the Covid-19 pandemic;…
Top 10 times to check your insurance
April 12, 2021If you’re an insurance professional, it can be difficult to explain to your clients when they should come to you with questions or concerns regarding…
Advocacy during aging
April 5, 2021I’m sure you’ve realized that many of the family members of your aging clients don’t know where to start when it comes to planning for…
A power of attorney gives you the power to prepare
April 1, 2021Ever notice how there’s just some clients you can’t get to plan for their finances? Most of the time, they understand the importance of it…
Is the stimulus check stimulating the economy?
March 29, 2021You can tell your clients something until you’re blue in the face and sometimes it’s just not enough, but what if we could get the…
A power of attorney gives you the power to prepare
March 22, 2021Ever notice how there’s just some clients you can’t get to plan for their finances? Most of the time, they understand the importance of it…
A woman’s perspective
March 15, 2021You may find that in many families, the man handles the finances, but you also know that women tend to outlive men. See the dilemma?…
Even Superman isn’t invincible
March 8, 2021So many people share the “it’s not going to happen to me” mentality or assume that Medicare will cover their long-term care needs, but even…
7 things to do before having a baby
March 1, 2021Everyone knows the “musts” when having a baby – get the crib ready, stock up on diapers, and pack the overnight bag. Strangely enough though,…
The caregiver’s crisis
It’s likely your clients have been affected by Alzheimer’s Disease in some way, and it can be an extremely overwhelming time financially and emotionally. Be…
The breakdown of selling a business
February 22, 2021Selling a business can be a huge strain on the business owner and their family and if it isn’t done correctly, livelihoods can be at…
Consumption check: how much are you spending?
February 15, 2021As a financial professional you’ve probably had the discussion with your clients about saving, spending, and financial planning. This episode features Author and Financial Professional…