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…
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?…
The other f-word
May 11, 2020Whether your clients are looking to take advantage and buy or sell a home, or they are looking to trim down the monthly expenses during…
It pays to plan
April 20, 2020Money is vital to everyday life but not everyone knows how to handle it – especially the children set to inherit it! Attorney Al Spiegel…
The intersection of health and wealth
November 25, 2019Our bodies are living longer but our brains can’t keep up, causing the average cost of long-term care costs to go up. This episode will…
The flaw in elder law
November 18, 2019Many 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…
6 reasons businesses fail to successfully sell
November 4, 2019Business owners stink at planning for retirement! They invest everything into their business and then count on the sale of their business to fund their…
Life changing diagnosis
October 14, 2019A bad medical diagnosis is difficult enough to process without the skyrocketing medical bills. Estate Planning Attorney Martin Shenkman is here to show your clients…
Hidden opportunities for your future
August 19, 2019The recent tax code updates create huge opportunities for your clients, but only you can help them take advantage of them! This week, Forum 400…
For better or for worse.. the divorce dilemma.
August 12, 2019Is your client contemplating divorce? Show your community that you are a financial resource in good times and bad by sharing this helpful episode featuring…
For better or for worse.. the divorce dilemma.
August 1, 2019Is your client contemplating divorce? Show your community that you are a financial resource in good times and bad by sharing this helpful episode featuring…