Celebrating the Nation’s Military Families
The sacrifices of military families range from the emotional to the financial, including frequent transfers, separations, stress and professional hurdles confronting military spouses.
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The Risks You Take
Most financial advisors typically revisit asset allocation as a new year approaches or begins, knowing the importance asset allocations play on investment returns. Or do we?
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How Advisors Can Help in a Natural Disaster
Hurricane Ian was the latest reminder of the need for disaster planning and the urgency of people coming together to help those affected by a natural disaster. There are several valuable ways advisors can assist clients and community in the wake of a natural disaster.
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Disability Insurance: Stitching Together an Income Protection Strategy
Fifty-one million workers in America are without disability insurance outside of the basic benefits available through Social Security, while a full 60% of U.S. households do not have enough liquid assets to cover three months of living expenses. It’s frightening how unprepared American workers are against the risk of disability.
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Please Be Seated: Divorce Is Now Being Served
Imagine a client you’ve known for years tells you they’re getting divorced. You want to set them on the right path, but where do you start? First and foremost, having a network of professionals (e.g., attorneys, relationship counselors, mediators) at your fingertips who specialize in this field is important. Remember, not all attorneys are divorce attorneys, and the legal system is not an easy one to navigate. You wouldn’t go to a dentist to perform open heart surgery, so neither should you go to a “generalist” to get divorced.
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