Financial Planning - July 2018

It's not easy to talk about health and sickness with clients, but advisors must explain the options.

As sales of LTC insurance plummet, combination products — annuities with LTC riders — are picking up some of the slack, serving as a useful alternative for some clients.

Advisors have very little power to fix the health care system, but they can help others manage skyrocketing medical costs.

Advisors have a responsibility to draw them into discussions about end-of-life financial planning.

The trickle of brokers leaving wirehouses for greater independence is quietly becoming a flood.

How to decide if coaching can boost your business.

Advisors should coach their clients not only on their finances, but on health care options, as well.

How to use content marketing through blogs, videos, podcasts and social media to boost your business.

Financial planners typically frame their services in the broadest terms possible, but targeting niche markets, like architects, may be a better move.

Mixing business and friendship can lead to stronger relationships, but only if you proceed with care.

There are only two ways to transfer IRA assets tax free in a divorce proceeding.

"I'm not right for you," along with other surprising things I tell clients.

Some may be afraid to deploy cash into stocks now because they think the market will tank sooner rather than later.

As sales of LTC insurance plummet, combination products — annuities with LTC riders — are picking up some of the slack, serving as a useful alternative for some clients.

Books can be great marketing tools, but also time consuming.

Advisors have a responsibility to draw them into discussions about end-of-life financial planning.