Posted 5 months Ago
Talking About a Pay Raise
Talking About a Pay Raise

  Why It Matters: A salary increase is the perfect time to help clients reassess budgets and goals. Help set priorities, focusing ... More

325
Posted 5 months Ago
9 Mother’s Day Gifts to Help Mom Relax
9 Mother’s Day Gifts to Help Mom Relax

Americans are more stressed out now than they have been in the past decade, which means we all need time to relax and take care of ... More

489
Posted 5 months Ago
Social Security: Working After Claiming Benefits
Social Security: Working After Claiming Benefits

Why it matters: Clients may not know working while collecting Social Security (at some ages) comes with a cost. But they may later ... More

985
Posted 5 months Ago
Stanford Center: Financial Professionals, We Need You
Stanford Center: Financial Professionals, We Need You

Why it matters: The simple days of go to work, earn a pension, and retire with money to spend appear to be at an end. Your clients may ... More

378
Posted 5 months Ago
Splurging on Produce can be a Real Investment In Bodily Wealth
Splurging on Produce can be a Real Investment In Bodily Wealth

Why it matters: Eating 10 servings of fruit and vegetables a day could dramatically decrease the chances of cancer, cardiovascular ... More

307
Posted 5 months Ago
The Importance of Emergency Funds
The Importance of Emergency Funds

As you know, an emergency fund should be a part of any good financial plan. While your clients focus on longer-term goals, it’s always ... More

405
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