Topics
Topic:
Client Services
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The Family Information Organizer: Your Planner or any Emergency, Disaster, or Loss of a Loved One
The Family Information Organizer is here to help you navigate loss while also making sure you have everything you need in times of emergency or natural disaster. With this book, you will: Be motivated to gather all your essential information now, rather than when it’s too late. Don’t be caught unprepared, use The Family Information…
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Medicare Made Easy: How to Make the Best Retirement Healthcare Decisions
Enrolling in Medicare is like being blindfolded and asked to navigate a maze you’ve never seen before with a crowd all yelling out different directions to you. All the while knowing the consequences of a wrong decision can last a lifetime. Medicare Made Easy breaks down each component of Medicare and walks you through, step…
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Buyer Beware: What Do You Get From Your Advisor?
Although I have never been to Thailand, I have read that you cannot go more than a few feet in a typical town market without someone yelling “same same.” It is the vendor’s way of telling you that what they offer is the same as everyone else, thus encouraging you to end your comparison shopping…
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Are Bonds the Next Bubble to Burst?
Nary a week has gone by in which we don’t get asked this question in some form or other. Newspapers and CNBC trumpet this headline to grab their readers’ attention, and I make no apology for doing the same—although as you will see as you continue reading, the tone of my article will not be…
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My loved one passed away. What now? A financial advisor may be a valuable resource.
My dad recently passed away, and a month prior, a very dear client passed away. Both left their spouses to handle the finances, and although they left their affairs organized, extensive detective work was still necessary. Once the initial shock of losing someone subsides and the ceremonial procedures are over—what do you do now financially?…
