Physicians monitor the health of their patients by measuring a range of vital signs to help detect signs of potentially deteriorating medical conditions in individuals. Similarly, financial professionals must also monitor the vital signs of a retiree’s retirement income plan due to the special challenges of sustaining retirement income over 25 or more years.
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Obesity results in myriad health complications, including higher risk for Type-2 diabetes, heart disease, high blood pressure, stroke, gallbladder disease, osteoarthritis, sleep apnea, at least 13 types of cancer, mental illness (e.g., depression) and body pain. With September being a month dedicated to self care, the statistics are worrisome. New drugs have come to market that show real, scientifically valid weight loss results. While these drugs may have one of the largest addressable markets of any drug today, they are expensive.
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Not all financial professionals are insurance experts. Even if you don’t consider yourself a specialist in insurance, it doesn’t mean you can’t help your clients identify risk coverage gaps that may lead to vast future financial exposure.
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The asset allocation recommendations of the vast majority of investment advice providers include some meaningful exposure to international stocks. Yet, given the fact that U.S. stocks have outperformed international stocks for eight out of the last 10 years and the correlations between these markets have narrowed it’s not unreasonable to question the value of investing overseas.
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Having a good credit history is important because it can make credit approval easier, potentially lower interest rates on any loans taken out, lead to higher credit limits and better loan terms, and avoid the security deposits that may be required of individuals with a less positive or shorter credit history.
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