Posted Dec. 22, 2017
FEATURED7 Ways to Help Clients Beat Stress in Retirement
Why It Matters: Retirement can come with an unexpected amount of stress. Your client looks to you for help in all aspects of financial ... More
Posted FridayShould Clients Delay Saving to Pay Off Debt?
Why It Matters: 56% of Americans with debt report negative impacts on their lives. Do you suggest to invest for retirement or pay off ... More
Posted March 29, 2018Helping Clients Sift Investment Facts from Investment Phonies
Just as doctors may need to remind patients to stop self-diagnosing themselves on WebMd (“no, you do not have alien hand syndrome”), ... More
Posted Sept. 15, 2017Sleep Tips for Financial Professionals
How many hours of sleep do you get on a given night? If you’re like most Americans, it’s probably around six hours. Sleep experts, ... More
Posted Sept. 12, 2017Should You Tell Your Clients to Work for Free?
Clients nearing retirement have likely been pondering travel and leisure plans for months (or years) and are looking forward to some ... More
Posted Sept. 8, 2017Guidance for Single Parents
Why It Matters: Single parenting comes with no shortage of challenges. If you’ve got single-parent clients, start by listening and ... More