Many clients fail to adequately prepare for their long-term care needs because many of their advisors and lawyers don’t fully understand the issues with long…

Many people tend to avoid the Real Estate market because of the 08/09 crash, but a lot has changed since then and they may be…

Business owners stink at planning for retirement! They invest everything into their business and then count on the sale of their business to fund their…

Many people don’t prepare financially for Alzheimer’s Disease, but you know how costly the facilities and personal care costs can get. Kristin Alfheim, a Board…

Many people assume their Disability Insurance policy covers more than it does, and if they become disabled without an income it will affect the rest…

A bad medical diagnosis is difficult enough to process without the skyrocketing medical bills. Estate Planning Attorney Martin Shenkman is here to show your clients…

It’s hard to get couples to open up about money, but if they aren’t 100% transparent with you their finances may suffer. Use this episode…

Do your clients avoid the family meeting or discussing contingency plans because they just don’t want to think about it? Share this episode so your…

Do your clients avoid the family meeting or discussing contingency plans because they just don’t want to think about it? Share this episode so your…

If someone’s well-being is compromised their energy and motivation are elsewhere, and their financial affairs may suffer as a result. This episode with Coach and…

You should plan your retirement at least 10 years in advance if not more, but many people don’t take the time to do so. This…

Losing a loved one puts a drastic strain on your emotional and financial life. Be the hero to your clients during the most difficult time…