Let your clients and contacts know about what a big job retirement strategy represents, and what a help you will be in setting it into motion. Factoring in longevity is a big part of that.
This article will use National Cybersecurity Awareness Month as an opportunity to educate readers on ways they can protect themselves online.
This article will use the fact that October is Financial Planning Month as a springboard to educate readers on general financial planning tips.
The Value of Covering a Stay-at-Home Spouse with Life Insurance My client was an engineer, on his way to partner, at his firm. Talking with his wife about insurance, he did not see the value of covering his wife, who was a stay-at-home mother. “Why do I need that?” he asked. “She doesn’t make any money staying at home.” If you Google it, the average stay-at-home parent is worth about $110,000 a year, depending on what article you read. In our practice, we talk about buying insurance on a stay-at-home parent to protect the other parent’s career. If something happens to him or her, I always ask, “Do you want to have a choice to work or stay home?” Life insurance gives you a choice.
This article is designed to help your clients understand the basics of investing by breaking down the four types of financial markets.
Since the S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
