by Ashley Flitter | Last updated Sep 12, 2019 | Health and Wealth
Many of your clients are dreaming of retirement. It’s the final phase of their life that they’ve been diligently working toward and saving for. Suffice it to say, it would be unfortunate if something derailed that dream, especially if the reasons it was derailed were...
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 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 May 28, 2019 | Health and Wealth
We often associate the risks of skin cancer with younger generations. Men and women who spend too much time on the beach or in tanning beds, but it’s a real problem for older generations as well and quite expensive at that. One in five Americans will develop skin...
by Ashley Flitter | Last updated May 28, 2019 | Health and Wealth, Life Events
When we think about long-term care in the United States, there are several diseases that come to mind. Cancer is often at the top of this list, similarly, chronic diseases such as diabetes or arthritis can cause people to be trepid about their future health care...
by Ashley Flitter | Feb 20, 2019 | Financial Planning, Health and Wealth
Heart disease is not only the leading cause of death for both men and women, claiming 1 in 3 American lives, according to the American Heart Association, it’s also a leading cause of disability. So how can you, as a financial planner, help protect your clients from...
