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Expressing Empathy: Recognizing the Emotional Impact of Life Transitions

Expressing Empathy: Recognizing the Emotional Impact of Life Transitions

by Ashley Flitter | Last updated Jun 7, 2021 | Life Events

Life transitions happen many times throughout a person’s life, but however prevalent they may be, they are still life-changing (or at least path-altering). And even though life transitions are numerous, we often believe they are less impactful than they actually are...
Financial + Retirement Literacy for Women

Financial + Retirement Literacy for Women

by Ashley Flitter | Last updated Mar 15, 2021 | Health and Wealth, Life Events

People are living longer, working longer, and are more uncertain about their retirement than ever. It’s clear that financial and retirement literacy is important for people of all financial and lifestyle situations. Knowing how your finances will hold up over time and...
Do you have an estate plan? Most Americans don’t.

Do you have an estate plan? Most Americans don’t.

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...
Planning for Long-Term Care: The Cost of a Stroke

Planning for Long-Term Care: The Cost of a Stroke

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...
How to Plan for your Client’s Significant Life Events

How to Plan for your Client’s Significant Life Events

by Ashley Flitter | Feb 25, 2019 | Financial Planning, Life Events

People are always seeking ways to see into the future. Some great literary works center around a plot of having a character with advanced knowledge of things to come. While this would certainly help plan for your clients future, as we know, no one knows exactly what...
Helping Clients Avoid Surprises and Thrive in Retirement

Helping Clients Avoid Surprises and Thrive in Retirement

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...
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