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 | 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 Hennah Garcia | Oct 1, 2018 | Advance Directives, Health and Wealth
Caring for your growing elders can be stressful yet rewarding. You help maintain their health and bring a smile to their face. However, as they grow older, it is important that you consider more drastic situations in your care plan. An advanced care plan must be...
by Hennah Garcia | Sep 24, 2018 | Financial Planning, Health and Wealth
A legacy is “something transmitted by or received from an ancestor or predecessor or from the past.” While it usually represents a monetary value, a legacy is much more than that. Material possessions are just one of the things you can pass down. A legacy represents...
by Hennah Garcia | Aug 20, 2018 | Financial Planning, Health and Wealth
Did you know that Americans are five times more concerned with burdening their family with retirement than they are with death? According to a Genworth study, this is a true worry for individuals. Considering the cost of care can range from $1 million to $300,000 in a...
by Hennah Garcia | Jul 30, 2018 | Financial Planning, Health and Wealth
No matter your client’s age, setting financial goals can help determine their financial planning route. Furthermore, success to one individual may not be a success to another. That is why it is important in your role as an advisor to guide your clients through this...
