by Ashley Flitter | Feb 18, 2019 | Financial Planning, Health and Wealth
While preparing for retirement, it’s likely that your client will have a myriad of retirement concerns. This is normal, and even healthy, as it shows that they’ve put thought into their upcoming lifestyle. But we live in a rapidly evolving society and the concerns of...
by Ashley Flitter | Feb 11, 2019 | Financial Planning, Life Events
Planning for retirement can be stressful. There are a lot of unknowns that need to be accounted for and there are plenty of details that should be considered, but at the end of the day, your client should still be excited about retiring. Retirement opens up a whole...
by Ashley Flitter | Feb 4, 2019 | Financial Planning, Life Events
It’s said that the only thing certain in life are death and taxes. While the reality of taxes is with us almost daily, one tends to put off the idea of death and, therefore, not plan for it properly. It’s very likely that, if you are married entering retirement, one...
by Ashley Flitter | Jan 28, 2019 | Health and Wealth, Life Events
As your client’s parent’s age, it’s likely that they will find themselves with mounting healthcare and general caregiving costs. Whether these caregiving costs are predictable or unexpected, your client may think that accessing their own retirement plan to help ease...
by Ashley Flitter | Jan 21, 2019 | Financial Planning, Life Events
Somewhere in the neighborhood of 10,000 baby boomers reach retirement age every day. This can be a scary and exciting time for older generations who are finally confident enough in their finances to leave the workforce. However, your clients likely have families and...
