Tag: Planning

Welcome everyone! Welcome to the 491st episode of the Financial Advisor Success Podcast! My guest on today's podcast is Patrick ...

Studies often show that investors are overly optimistic about future rates of return. This is particularly true coming off a ...

Long-term care costs are becoming one of the biggest financial fears facing older Americans. A private nursing home room can ...

At a certain point, financial planning concepts become old hat to advisors. But those advisors run the risk of using ...

A major focus in financial planning circles is the "Great Wealth Transfer" expected to unfold over the coming years, as ...

Financial advisors, regulators and clients are increasingly questioning whether alternative investments should become more accessible to regular investors, not just ...

When it comes to learning about a client, some topics can be easier for financial advisors to raise than others. ...

I recently found myself spending my Saturday afternoon measuring the guest bedroom for the third time, convinced that if I ...

If you’ve been putting off estate planning because of the cost, you’re not alone, and you could be leaving serious ...

If you think Medicaid will automatically step in to cover long-term care when you need it, you’re not alone, but ...