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 >>
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 even working in the middle of the movie – doing the biggest job ever of saving the world.
While we cannot be superheroes like her, there are things we can learn from her approach to challenges that could come in handy in our professional worlds. More >>
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 policy, I need to understand what brought the client to me in the first place. More >>
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 >>
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 routine — that could be a specific time to get coffee in the morning, a brief workout or a process for catching up on emails. More >>
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 you. But that rule isn’t specific enough. More >>
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 forms when they aren’t as “EZ” as they used to be. More >>
Picking up a few simple habits can give your brain a huge boost. More >>
What would you ask them? What would you hope to learn about being a successful financial professional? More >
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 >>