Whether the changes that the COVID-19 outbreak have wrought are permanent or not, they will surely not be fleeting. Operating your financial practice in the wake of COVID-19 will mean re-evaluating every aspect of how you conduct your business.
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Climate change has the potential to affect nearly every aspect of a client’s retirement experience.
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What are you doing to create an experience to attract and retain the highly-profitable and extremely-competitive niche of high-net-worth clients?
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Medicare is the cornerstone to financial health in retirement. However, far too many individuals make expensive Medicare mistakes. Don’t be that person!
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In light of the many ways that retirement finances can get untracked by unforeseen events, it may be appropriate for advisors to have a discussion with clients about creating a “Black Swan” bucket to fund the truly unexpected.
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