by Ashley Flitter | Last updated Jul 19, 2019 | Financial Planning, Health and Wealth
There are certain professions that come with high levels of trust. Doctors, Lawyers, and even barbers need to be trusted by their clients to make sure the outcomes are positive. As a financial advisor, you’re right up there with the most trusted of professions. After...
by Ashley Flitter | Last updated Jul 14, 2019 | Financial Planning, Life Events
No one likes to envision their loved ones lives after they’ve departed. It’s unpleasant, stressful and at times, emotionally draining. Your clients are no different. Chances are they’ve been avoiding taking action on how their assets will be dispersed in the event of...
by Ashley Flitter | Last updated Jun 26, 2019 | Financial Planning, Health and Wealth
Much of the financial world has changed dramatically over the last 30 years. Stocks and bonds, IRA’s and even Social Security are far different today than they used to be. It should come as no surprise, then, that retirement planning needs to change from its...
by Ashley Flitter | Last updated Jun 27, 2019 | Announcements, Financial Planning
Planning for the unknown is tricky. Projecting what a client may need in terms of future healthcare is especially tricky. Mortality tables can help determine the likelihood of someone living into their 80’s or 90’s, but they’re generalizations. Those tables don’t...
by Ashley Flitter | Last updated Jun 17, 2019 | Financial Planning
Trust is the foundation for all relationships. Marriages, friendships, coworkers, or simply acquaintances all have to have a baseline level of trust in order to operate properly. Your relationships with your clients are no different. Money is an incredibly precious...
by Ashley Flitter | Last updated May 28, 2019 | Financial Planning, Longevity
The fact that the world is getting older should come as no surprise to you. There are already over half a billion people over the age of 65 and that demographic won’t be shrinking anytime soon. To stay ahead of the curve and to future-proof your practice, your firm...