News and insights to help you be a Trusted Financial Expert.

Advisors Help with Medicare

Financial Advisors Help With Medicare?

Open enrollment for Medicare begins on October 15th, and healthcare is on everyone’s mind. For your clients turning 65, they …

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Dear Stress, Let;s Break Up

Dear stress, Let’s break up…

We are constantly facing inflation worries, economic concerns, and more. Research has found that the human brain is uniquely vulnerable …

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opportunity cost

Getting it wrong? [Opportunity Cost or Opportunity Lost]

How much opportunity cost can your client afford to lose before they are in trouble? Let’s discuss Economists use the …

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Inflation Worries

Inflation Worries?

How worried should your clients be about inflation? Consider this. For years the core inflation rate has not varied while …

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Record Low Rates Equals Free Money

Record Low Rates = Free Money?

That seems likely since home values have soared during the pandemic and at the end of 2020, an estimated 46 …

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Pay Off the Mortgage or Save for Retirement?

Certainly, there isn’t any shortage of opinions from clients about which financial strategies are “best” for their mortgages. Each and …

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compound vs speculation

Compounding vs. Speculation Rates of Return

A major insurance company conducted a survey interviewing 439 people, ages 44 to 75. The survey gave them a choice …

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one of the most difficult products to explain

One of the most Misunderstood Items in your Product Line

One of the most misunderstood items in your product line is Permanent Life Insurance.  How do you introduce and explain …

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