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...
by Ashley Flitter | Jan 14, 2019 | Financial Planning, Life Events
We’ve been discussing how to help clients plan for their own healthcare costs in retirement. But planning for their own out-of-pocket costs is not the only potential healthcare-related costs they could incur. Caregiving is a role that more and more adult children are...
by Ashley Flitter | Dec 16, 2018 | Life Events
How do I help my clients start a conversation about their family health history + finances? Holiday season is the time of year when the Conversation Project encourages families to initiate discussions about their wishes for end of life care and wishes so that families...
by Ashley Flitter | Dec 10, 2018 | Financial Planning, Life Events
The holidays are a time focused on the holiday spirit. It involves consuming too much food, spending quality time with friends and family, or attempting to avoid family drama. For some families, family gatherings occur frequently. However, for other families, holidays...
