Bring Fido and Fluffy Into Clients’ Estate Planning
Pets can be like family members. So it’s natural for clients to want to make sure their best friends are properly cared for if something happens to them. That’s why the life and legacy company...
View ArticleSwimsuit Season for the Wallet
Why It Matters: It’s easy to let clients slip into bad habits, but each client visit is an opportunity to make sure everything is running smoothly. Talking about upcoming vacations and the summer...
View ArticleNot Everyone Can Work as Long as Warren Buffett
Why It Matters: Hoping to work way past the average retirement age isn’t a plan. Even those in white-collar jobs are sometimes sidelined by the effects of aging. An unexpectedly early retirement age...
View ArticleWhen It Comes to Women, Financial Professionals Still Need to Wise up
Forget the meek. Women are destined to inherit the earth. Don’t take my word for it. Just listen to the actuaries. In the United States, women live nearly five years longer than men, and women age...
View ArticlePainting the Social Security Picture… By the Numbers
Steven Sweeney CFP®, CLU®, ChFC®, RICP®, MBA Director Transamerica – Advanced Markets steven.sweeney@transamerica.com Decisions about Social Security benefits are among the most important retirees...
View ArticleAmerican Habits at Odds with Healthy Aging
Why It Matters: A healthy savings account isn’t worth much to an unhealthy client. Today’s younger generation may be the first to see a decline in life expectancies. Obesity begins in youth and middle...
View ArticleFinancial Literacy, Financial Success
Why It Matters: Financial literacy in America is on the decline. In some cases, people think they have more financial knowledge than they actually do. You’re in a position to help your clients become...
View ArticleDo You Know Your Client’s Retirement Income Gap?
You probably already know most of your clients’ important financial numbers. Savvy financial professionals might’ve even talked to their clients about health numbers such as their total cholesterol,...
View Article10 Signs Of Caregiver Stress
Caring for a loved one with dementia can be overwhelming. As demands grow, caregivers often report feelings of sadness, stress, guilt, anger, isolation, and depression. According to the Alzheimer’s...
View ArticleThe June AM Report: Know Your Advanced Markets Team
Doug Ewing Director, Advanced Markets douglas.ewing@transamerica.com Whether they’re discussing taxes, Social Security claiming strategies, or controlling the distribution of retirement assets, the...
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