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How to Help Clients Plan for a Longer Life

How to Help Clients Plan for a Longer Life

by Ashley Flitter | Last updated May 28, 2019 | Financial Planning, Longevity

Longevity financial planning is a hot topic, no wonder, considering a sizeable portion of the population is projected to live until their 80s if not longer. This begs the question, will your clients outlive their money? If you plan accordingly, your clients can ensure...
Planning for Longevity is More than Financial Planning

Planning for Longevity is More than Financial Planning

by Ashley Flitter | Last updated May 24, 2019 | Financial Planning, Longevity

It can seem as though your profession is centered around one thing: money. Day in and day out you are in the weeds of figuring out how people can best optimize their wealth moving forward. It’s very rewarding to put strategies in place around expenses and incomes, but...
Longevity: A Topic Advisors Can’t Ignore

Longevity: A Topic Advisors Can’t Ignore

by Ashley Flitter | Apr 15, 2019 | Financial Planning, Longevity

It’s hard to deny that we live in the most prosperous time in human history. Great strides have been made in economics, technology, and medicine that are allowing people to live longer than ever before. This trend doesn’t show signs of stopping, either. Medical...
Three Key Ways Aging Affects Financial Planning

Three Key Ways Aging Affects Financial Planning

by Ashley Flitter | Apr 8, 2019 | Financial Planning, Longevity

There’s an ancient English saying: “Time and tide wait for no man.” While the origins are unknown, the point is clear. No one has the power to stop the tide and certainly, no one can stop time from moving forward. This might be patently obvious at your firm, you may...
What to ask at your next annual exam

What to ask at your next annual exam

by Heather Holmes | Jan 17, 2017 | Health and Wealth, Longevity

There is so much more to the annual doctor visit than Pap smears. Taking the extra time to ask your doctor questions about your body will put you on the path to a healthier you. Breast cancer screening Breast cancer is the most common non-skin cancer in women,...
Signs your loved one may be depressed

Signs your loved one may be depressed

by Heather Holmes | Jan 17, 2017 | Health and Wealth, Longevity

We all have our bad days, but when those bad days happen more often than the good ones, it is time to start paying attention. It could be a sign that you or a loved one is depressed. You may want to reach out with a voice of concern, comfort, and support if you notice...
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