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 | Last updated May 28, 2019 | Announcements
There are trillions of dollars surrounding the nearly 80 million baby boomers who are set to retire in the coming years. Such a vast quantity of wealth is undoubtedly going to attract massive competition from the financial management sector. And with the rise of robo...
by Ashley Flitter | Last updated May 28, 2019 | Financial Planning, Longevity
The fact that the world is getting older should come as no surprise to you. There are already over half a billion people over the age of 65 and that demographic won’t be shrinking anytime soon. To stay ahead of the curve and to future-proof your practice, your firm...
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...
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...
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...
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...
by Ashley Flitter | Apr 1, 2019 | Financial Planning, Your Money
Most people are familiar with the parable of “The Prodigal Son.” In it, a young man asks for his inheritance early and ends up squandering it, only to come back and beg for forgiveness from his father. This story helps illustrates a surprisingly common modern trend...
by Ashley Flitter | Mar 25, 2019 | Financial Planning
As financial advisors, your day-to-day may be filled with spreadsheets, legal documents, market reports, and other paperwork. It may seem overwhelming and repetitive at times, but it’s important to remember the one thing that makes your job worth doing: client...