Do you have a financial advisor, insurance professional, accountant, or other finance guru somewhere among your friends and family? If so - or if you are one yourself - you know it can be hard to find a gift that plays into their love of numbers, math, or economics without being just plain old boring. […]
Whether our caregivers are professionals, like nurses or home health aides, or family members, like spouses or adult children, their jobs can often be difficult, even thankless. Professional caregivers have to develop that special balance of warmth, compassion, and practicality that allows them to do their jobs well, while still maintaining their own separate home […]
Depending on your level of creativity and how much you like shopping, deciding on client gifts for the holidays can be either a welcome interruption of your everyday tasks, or a dreaded assignment that you feverishly pass off on your partner or administrative assistant. And while passing it off is, of course, a perfectly fine […]
Teachers, government workers, healthcare professionals—for people in these professions, continuing education is part of the job. While continuing ed (CE) has always been important in order to keep skills and knowledge fresh, you could say that today it’s even more vital. After all, the rate at which we’re coming up with new approaches and best […]
As a senior, you’ve been working with your finances for decades. Managing your budget, saving for retirement, putting your kids through college—you planned and saved for years, and now you’re reaping the rewards of that financial responsibility. However, becoming a senior and going from the working world to that of retirement doesn’t mean you can […]
If you have a client who’s considering a life settlement, chances are you have some research you’re doing. It’s not always clear whether a life settlement is in the best interest of your client, or even whether a life insurance policy will qualify for this kind of financial solution. That’s why we at the Ashar […]
Experienced nonprofit managers know that when it comes to funding, creativity is key. Just like you shouldn’t put all your proverbial eggs in one proverbial basket, you shouldn’t rely on a single type of funding stream — individual donations, say, or corporate sponsorships — to allow your organization to carry out its mission. After all, […]
Thanksgiving is an important holiday to us here at the Ashar Group. Every year around this time, we find ourselves slowing down for a moment—we look away from our computer screens and spreadsheets, take a deep breath, and reflect on our blessings.
This post is part of our series for advisors to pass to their clients. Knowing more about your clients’ needs will help you to better serve them. Aging doesn’t have to be scary, and we here at Ashar want to help you provide the resources that policy sellers need to flourish in this chapter of […]
Most of us in the financial world are familiar with Russell Conwell's famous Acres of Diamonds speech. Conwell, a Civil War captain and the first president of Temple University, delivered this speech thousands of times beginning in the 1880s, earning millions of dollars in speaking fees (the profits of which he sent back to Temple, […]
