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Insurance is a contractual guarantee that gives you a cushion against the financial blow of a costly disaster. But the security it provides is expensive. How can clients know if they have enough insurance, or if they are paying for coverage they don’t need?
Insurance is a contractual guarantee to help cushion against the financial blow of a costly disaster. But the security it provides is expensive. How can clients know if they have enough insurance, or if they are paying for coverage they don’t need?
Advisors can also play an important role in keeping clients calm and disciplined in such scenarios. “With a worker shortage and dual-income households, some may feel emboldened,” says Rochelle Odesser of Madison Planning Group in White Plains, N.Y.
Almost by definition, an advisor is someone who helps clients prepare for financial setbacks, retirement hurdles, the expenses of long-term ill health and other unforeseen events. But if the recent news flow hasn’t made it plain enough, disaster can take many forms and strike at any time. This makes the job all the more challenging.
Tina Hohman, executive vice president at Alera Group Wealth Services in Deerfield, Ill., recalls an industry conference where she heard that more than 60% of advisory practices have no succession plan.
An unusual coordinated effort among state lawmakers seeks to impose wealth taxes across the country, but advisors warn levies on assets will drive high-net-worth clients to lower-tax states.
The ramifications of dying without a will can be timely and costly. The last thing you'd want is a complicated process for your loved ones to administer your estate.
The array of credit cards offering travel rewards is dizzying. And their annual fees run the gamut from zero to several hundred dollars. Here’s what to know when considering a travel rewards credit card.
How advisor Gary Schwartz overcame addiction and financial troubles to run a successful advisory business.
Advisors are making the most of the pandemic commercial real estate environment
Advisors Fight Through The Hardest Times And Come Away Stronger