Posted Nov. 24, 2017
7 Healthy Habits to Help Clients Prevent Dementia
7 Healthy Habits to Help Clients Prevent Dementia

Your clients look to you for financial guidance. But that guidance isn’t only about developing strategies to maximize investment ... More

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Posted Dec. 22, 2017
Don’t Let RMD’s Dampen a Client’s Holiday Spirit
Don’t Let RMD’s Dampen a Client’s Holiday Spirit

Why It Matters: During the hectic holiday season, it’s easy for clients to overlook required minimum distributions. The rules for RMDs ... More

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Posted Nov. 10, 2017
Has Your Client’s Insurance Changed? Let’s Review
Has Your Client’s Insurance Changed? Let’s Review

Why It Matters: Autumn is when many health insurance plans schedule open enrollment for the coming new year. Plans change. Your clients ... More

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Posted Oct. 13, 2017
Financial Strategies for Alzheimer’s Clients
Financial Strategies for Alzheimer’s Clients

Why It Matters: The costs of Alzheimer’s are high, and the disease currently has no cure. Proactive conversations can help give clients ... More

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Posted Oct. 13, 2017
Talking To Your Clients About Heart Health
Talking To Your Clients About Heart Health

Why It Matters: Costs related to heart disease can be tens of thousands of dollars. 80% of heart disease is preventable. Healthy ... More

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Posted Oct. 11, 2017
The Cost of Unhealthy Habits
The Cost of Unhealthy Habits

Why It Matters: Major medical plan deductibles continue to rise. Clients may overestimate their preparedness to handle major medical ... More

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