by Raygar | Nov 21, 2023 | News
A win-win: Maximize your tax savings & make your giving go further Charitable donations not only contribute to causes you and your clients care about; they are a smart play to boost your wealth. You might discover that you can boost your giving by 20 percent or...
by Raygar | Nov 7, 2023 | News
Crunching the Numbers: The Shocking Cost of Long-Term Care in 20 Years Picture this: In 20 years, high-quality long-term care might set your clients back a staggering $250,000 per person per year, and that’s not even factoring in medical treatments or...
by Raygar | Oct 31, 2023 | News
Demystifying Financial Plans: Stress-Test for the Real World “Great news honey, we can finally take that dream Hawaii vacation because the probability of success for our financial plan went up 2%!” Sounds a bit absurd, right? That’s because we...
by Raygar | Oct 19, 2023 | News
Most advisors understand that a comprehensive financial plan is the cornerstone of a strong client relationship and a vital tool for envisioning life after retirement. That’s why we’ve compiled 5 Tips on how to build a GREAT financial plan that...
by Raygar | Oct 8, 2023 | News
When you’re building a financial plan are you thinking about YOUR perspective on finance, or YOUR relationship with your client? I certainly hope not! If you are, you are likely to build a plan that will leave your client confused and uninspired. We’ll show...
