Separating Fact from Fiction When It Comes to Long Term Care Insurance

Few people are prepared to handle the financial burden of long-term health care. In fact, many people have a false sense of security when it comes to long-term care. Let’s separate fact from fiction. More...
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5 Things ‘Wonder Woman’ Teaches Us About Work

Sure, Wonder Woman is fictional and a superhero, but there’s a lot we can learn from her about life and work. At the beginning and end of the “Wonder Woman” film we see her working in an office. Arguably, she’s...
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Finding the Right Life Insurance Plan for Your Client

People seek out life insurance options for a wide variety of reasons. These include income replacement, providing for college, leaving a legacy, or ensuring children are taken care of in the event of some unexpected tragedy. Before I can recommend the right...
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The Personal Finance Quiz

How much do you really know about taxes, saving, investing, managing credit and other vital matters of your personal finance? Test your knowledge with this quiz. More...
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11 Ways to Maximize Every Part of Your Day

Sometimes it feels like there aren’t enough hours in the day to get everything today. However, you might be happy to know, there are some simple things you can do to maximize your time and productivity. For starters, have a set...
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22 Ways to Make Customers Feel Valued

Most advisors do a fairly good job “pleasing” customers—getting orders right and delivering them on time, but that bar isn’t nearly high enough. Many advisors try to obey the “Golden Rule”: Do unto others as you’d have them do unto...
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5 Things Millennials Need to Know About Life Insurance

Being catapulted into the adult world is a shock to the system, regardless of how prepared you think you are. And these days, it’s more complicated than ever, with internet access and mobile devices being must-have utilities and navigating tax...
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7 Tips for Success from 500 Top Financial Professionals

Imagine if you had a chance to sit in a room with 500 top financial professionals. Imagine learning from them over the course of a two- to three-day period. What would you ask them? What would you hope to learn about being...
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5 Financial Tips for a Happier Marriage

Money is very personal. Most planners say the key to financial marital bliss is being able to have an honest conversation about expectations and goals. Putting that philosophy into practice, it can be difficult. More...
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