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Tag: financial advisors

Sudden Wealth Syndrome

Who among us hasn’t wished to win the lottery or receive a large inheritance from some rich, unknown uncle? It’s a natural and generally harmless exercise imagining having extraordinary wealth and the things we would do with it. Sometimes that dream does come true. And, not infrequently, it becomes a nightmare. It happens often enough to have its own name—Sudden Wealth Syndrome.

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October is Financial Planning Month!

The need for a sound financial plan and expert planning advice has never been more acute than it is in today’s uncertain times. Financial Planning Month is the perfect time to implement ways to change the future financial course for clients.

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AI’s Impact on Professional Occupations

The Industrial Revolution upended manual labor, replacing many jobs that were done with human muscle with machines that could do the job quicker and cheaper. The unfolding Artificial Intelligence (AI) Revolution is largely coming after the jobs of the more educated professional class as business uses for AI increases.

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Managing Work-from-Home Worker Productivity

There is a growing body of research that suggests employees who work from home have less productivity than those who work from the office. Nevertheless, employers may have to adjust to a new world in which a substantial portion of their workforce is doing their jobs from home for at least part of the week.

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Monitoring Your Retirement Income Plan

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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