Retirement Dreams: A Conversation Starter for Your Clients
Your clients are approaching retirement. Their financial accounts are in order, designed...
When Your Client Has a First and Second Mortgage
You’re sitting down for a regular financial review when your client opens...
Leaving a Living Legacy: Using Home Equity to Help Grandchildren Pay for College
As Certified Financial Planners®, you often work with clients who want to...
Talking to Clients About Credit Card Debt? Here’s a Smarter Strategy to Consider
As a CFP®, you’re likely seeing a troubling trend among your clients:...
Funding Business Succession Without Compromising Retirement: A Home Equity Strategy for HNW Clients
As a financial planner, you often work with clients who have built...
Are you missing the early Warning Signs of Dementia in your clients?
What Early Warning Signs of Dementia Should CFPs Be Looking For? As...
Helping Children Become Homeowners
How to Guide Your Clients in Using Home Equity to Help Their...
Aging in Place: Planning Ahead for Comfort, Safety, and Peace of Mind
Aging in place: Planning Ahead for Comfort, Safety, and Peace of Mind...
Rightsizing to our Retirement Dream Home
Rightsizing to our retirement dream home In 2005 my wife was diagnosed...
Unlocking Homeownership in Retirement
Guide for Financial Advisors on Reverse Mortgages for Purchase As a financial...
