Adjusting to Widowhood: What Financial Service Professionals Need to Know A number of studies indicate that women prefer the consultative and conversational approach to advising. This traumatic life transition gives advisors opportunities to branch into life planning. The truth is that there are many things on a widow’s mind other than investments and income generation […]
I had a conversation the other day with my colleagues regarding the importance or an emergency fund.
Whatever the case, with everything going on, it’s hard to stay focused on your path of success.
Working remote has proved there are current challenges that while are not directly addressed in the Code of Professional Responsibility are addresses indirectly.
Reverse Mortgages: Planning for the Overlooked Risk The concern, according to current reports, is that program changes addressing the HECM default burden on the MMI fund will limit the access to HECMs. Financial service professionals and individuals need to be aware of the risks associated with reverse mortgages before taking on the loans. Although the […]
Elyse Archer, Personal Brand Strategist P.S. If you are ready to build your personal brand, increase your influence and grow your income click the link below to schedule a FREE personal brand strategy call with my team here: https://www.freebrandcall.com/fsp.
Robert Kirkland discusses how transactions are treated for income tax purposes
I had a conversation Friday with an advisor discussing a possible opportunity with taking a COVID distribution.
Fee-Only Advisors and Insurance Agents – Perfect Together Professional relationships between fee-only CFP®s and commission-based insurance producers offer mutually beneficial opportunities, added value that extends to their clients. A successful career in the insurance business can be very lucrative, but success often depends on the agent’s ability to develop “centers of influence”, people willing to personally […]
