Marketing Strategy for Financial Advisors
Managing finances in retirement can be difficult for a senior, most especially if someone is already strapped for cash. That makes the possibility of regular cash flow in addition to pre-existing benefit programs very attractive, and reverse mortgages can offer some seniors a viable path toward just such a path. This is according to a […]
There’s really no one way to define “” — everyone measures wealth in different ways. “I know many people who make less than $50,000 but consider themselves wealthy because of their health, family, and friends,” Douglas A. Boneparth, CFP and president of Bone Fide Wealth, which offers financial planning and advice to high-net-worth millennials, told […]
Women tend to live about between six and eight years longer than men on average, according to the World Health Organization. And that means they need to have more saved for retirement. However, many women lag behind in retirement savings. In one study, when compared to male counterparts, women had less than half the amount […]
The Ohio State Buckeyes were hoping to have quite a fiesta Saturday night in Scottsdale, Arizona. Instead, it turned into disappointment, despair, and plenty of ‘what ifs’. Prior to the Fiesta Bowl and College Football Playoff semifinals, the 2019 version of the scarlet and gray didn’t know what losing felt like. Ohio State had a […]
Financial services for women have historically been abysmal. Management consulting firm Oliver Wyman has called women its “single largest underserved group of customers.” According to a recent report financial services firms—those in banking, insurance, and wealth/asset management—are leaving $700 billion in revenue on the table by using assumptions that are built around men’s careers and […]