Divorce and finances – What to do and what not to do What things you should be doing right away when filing for a divorce…

What value a financial professional may bring to your financial confidence A story of the impact a decade’s long financial relationship made on a client…

Divorce and finances – What to do and what not to do What things you should be doing right away when filing for a divorce…

Financial professionals and business partners Jim Silbernagel and Dave Talbot recall a story of a shared client that spans multiple decades. Complete with the theme…

Given that you’re a Financial Professional, your clients expect that you’ll be there for their life insurance, health care, and long-term care needs, but this…

Ever 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…

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…

Lack of sleep is related to a lot of chronic health issues, so the more sleep they get, presumably the healthier they’ll be, and we…

I’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…

Ever 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…

Ever 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…

You may find that in many families, the man handles the finances, but you also know that women tend to outlive men. See the dilemma?…