If someone told the high school version of me that I’d end up being a data nerd at some point in my life, I would have looked at them like they had a third eyeball on their head. I don’t know when this side of me took hold, but there’s something about looking at data and making data driven decisions that really gets my juices flowing. This time of the year, my flood gates are open and I’m in data heaven. Why you ask? It’s financial season of course! Every year our Members participate in an … [Read more...] about Financially At Last!
What really matters to us in our final days? A recent survey on end-of-life care by The Economist and the Kaiser Family Foundation sheds new light on our views in the U.S. I’m sharing some of the highlights with you here, along with ideas for how you may want to incorporate this information into your practice. You might also want to use this content for seminars, community presentations, blog posts and newsletters. Who Should Bear Financial Responsibility for End-of-Life Care Almost half … [Read more...] about Americans’ Views on End-of-Life Care
Unless you’ve been hiding under a rock lately, you most likely have heard all of the banter and issues going back and forth between Democrats and Republicans. On a daily basis - at all times of the day…it’s all over TV, Radio, Newspapers, and Social Media outlets. These National Media are doing Financial Advisors and Estate Planning Attorneys an incredible favor. Regardless of who you side with politically, there is a great opportunity for you to be the “local” calming force and “go-to” expert … [Read more...] about How the Presidential Elections Can Help You Get in Front of Hundreds of Motivated Prospects: Don’t Miss This Once-Every-4-Years Opportunity
Pre-retirees and retirees have anxiety when they meet with financial advisors and estate planning attorneys…here is how you can help them and simultaneously grow your business Millions of individuals eventually reach an age when they finally understand the critical need for advice and guidance when it comes to managing their Assets, Estate and Financial Plans. They have worked hard, saved their money and now have big plans for themselves and their families. They are in the second half of their … [Read more...] about Easing the Concerns of Potential Clients
The parent-child relationship is pretty well defined. Children generally don't advise their parents. It's the other way around. However, this dynamic can shift as parents get older and children become adults. This becomes especially prevalent when considering estate planning and elder law issues. As parents grow older, adult children may start to have certain questions about the way mom and dad have planned ahead for the eventualities of aging. Being aware of what plans have been made opens the … [Read more...] about Role Reversal: Discussing Estate Planning With Aging Parents