The Future of Advice

  Bill McManus     Tue May 01 11:00:00 EDT 2018 

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The retirement landscape is evolving, and many investors may not be as prepared as they think they are for this stage of their life. People are living longer, each generation is becoming more educated, family dynamics are changing, and technology is infiltrating every part of our lives. For a financial advisor, these trends may mean that your clients’ needs and their expectations of your role are expanding.

We recently hosted Dr. Joe Coughlin of the MIT AgeLab to discuss how advisors can transition into what the MIT Age Lab has coined a “longevity-based advisor.” A longevity-based advisor guides clients with education, resources, and solutions to the challenges that longer lifespans and this new retirement can present.

Educating Your Kids Beyond Their Lemonade Stand

  Michael Lynch     Wed Apr 18 15:00:00 EDT 2018 

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When we were children, our parents always seemed to be yelling about the most mundane things.

Eat your vegetables!
Make your bed!
Finish your homework!

Though we couldn’t understand at the time why they were determined to control our lives (or ruin them), as we’ve grown up we’ve realized the importance of these small habits. Our parents were just trying to make sure we were healthy and equipped to handle adulthood. But there was a major piece missing. Conversations about finances.

What's Your Why?

  Michael Lynch     Tue Apr 03 10:00:00 EDT 2018 

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Have you ever stopped your clients and asked them, in regard to retirement, what exactly it is they’re saving for? Retirement is one of your clients’ largest investments, and it is one they put money away for sight unseen. A dream home, the kids’ education, care for elderly relatives, and transportation are all tangible investments. What about retirement? If you asked your clients to paint the picture of what their retirement looks like, would they be able to?

Change Your Clock. Clean Your Closet. Check in on Your Clients' Finances.

  John Diehl     Tue Mar 20 14:15:00 EDT 2018 

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Turning our clocks forward each year, while it may take some of us longer than others to adjust to that lost hour, can feel like a new beginning. As we slowly move out of our winter hibernations and begin to take advantage of our longer days, we may be asking ourselves what they can do with our newfound time and energy. Before your clients’ calendars quickly fill up, as they inevitably do, take this opportunity to start a conversation on something we all understand: spring cleaning.

Celebrating the Female Financial Advisor

  Jill T. Slomski     Wed Mar 07 16:00:00 EST 2018 

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When I ask female financial advisors why they love their careers, the answer is always, “I love helping people and making a difference in their lives.”  That’s not a statement that you might expect from someone in this industry.  Usually, the world of investing is focused on return, numbers, or transactions.  For the female financial advisor, it’s all about the relationship.

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