Client Expectations: Investment and Risk Management
The research firm, Spectrem Group conducted a study of wealthy investors in 2021. They asked these investors what services they received from their financial advisory\wealth management companies, as well as […]
Alcohol Consumption and Underwriting
April is National Alcohol Awareness Month and is meant to help increase knowledge about the use and abuse of alcohol in the United States. Alcoholism is one of our country’s […]
Annuities & Planning for Longevity
In addition to the many life challenges that your clients will face in retirement, their retirement plans may also be subject to market and financial risks. From a financial perspective, […]
How to Avoid Taxes on Capital Gains, Dividends, Distributions, & at Death
Early each morning, I usually read financial articles and recently came across one by SmartAsset™ entitled How to Avoid Capital Gains Taxes: Helping People Make Smart Financial Decisions. This article […]
Long-Term Care and Survivorship Insurance
I recently spoke with a friend whose father just transitioned into a nursing home. Since I have a parent in a similar situation, we were able to talk about the […]