As retirees, our finances often need a little bit more attention than they may have when we were working. There are several reasons for this. For one, we can be more apt to put our financial lives on auto-pilot after retirement, resulting in things slipping through the cracks.
If you’ve been named a trustee by a living family member or close personal friend, you may be feeling somewhat overwhelmed. It’s a big responsibility to oversee someone else’s finances. How can you be sure that you’re doing the right thing? How do you know what’s best for the person whose financial future is in […]
If you’re like most people, you bought your life insurance policy because you wanted to take care of your family. You wanted to make sure that if something happened to you, your spouse and children would have something to live on. That’s what we all want: to take care of the people we love to […]
In the past 50 years, American life has changed dramatically. Working women became the norm. A bachelor degree became the new high school diploma.
Financial advising is so much more than simply helping people decide what to do with their money. You need to have empathy, a problem-solving attitude, and an ability to read between the lines in order to discern what’s important to your client, even when he or she isn’t saying it outright. In short, you’ve got […]
At Ashar, we’ve got one motto that guides every aspect of our business: Do what is right, and you will be blessed. It’s so integral to our way of thinking, in fact, that we named our business after it - that’s what ‘ashar,’ a Biblical term, means. We’ve spent our years in the life settlement […]
These days, much industry talk in the financial advising industry is about the importance of attracting Millennial clients. Since there is a substantial number of high earners in this age group, the logic goes, they’re in need of experienced financial advice; and on the flip side, cultivating these younger clients can help grow an advisor’s […]
As a financial advisor, you have access to your clients’ most sensitive personal details. From account numbers to net worth, Social Security numbers, and family history, your servers are full of information that, in the wrong hands, could spell catastrophe for the people who’ve entrusted it to you.
