by Ashley Flitter | Last updated May 24, 2019 | Financial Planning, Longevity
It can seem as though your profession is centered around one thing: money. Day in and day out you are in the weeds of figuring out how people can best optimize their wealth moving forward. It’s very rewarding to put strategies in place around expenses and incomes, but...
by Ashley Flitter | Apr 15, 2019 | Financial Planning, Longevity
It’s hard to deny that we live in the most prosperous time in human history. Great strides have been made in economics, technology, and medicine that are allowing people to live longer than ever before. This trend doesn’t show signs of stopping, either. Medical...
by Ashley Flitter | Apr 8, 2019 | Financial Planning, Longevity
There’s an ancient English saying: “Time and tide wait for no man.” While the origins are unknown, the point is clear. No one has the power to stop the tide and certainly, no one can stop time from moving forward. This might be patently obvious at your firm, you may...
by Ashley Flitter | Apr 1, 2019 | Financial Planning, Your Money
Most people are familiar with the parable of “The Prodigal Son.” In it, a young man asks for his inheritance early and ends up squandering it, only to come back and beg for forgiveness from his father. This story helps illustrates a surprisingly common modern trend...
by Ashley Flitter | Mar 25, 2019 | Financial Planning
As financial advisors, your day-to-day may be filled with spreadsheets, legal documents, market reports, and other paperwork. It may seem overwhelming and repetitive at times, but it’s important to remember the one thing that makes your job worth doing: client...
