Whole life insurance can improve financial planning by providing a level of certainty and stability, write Ross Junge and Michael Finke. The guaranteed death benefit and tax-deferred cash value provide financial security, as well as planning flexibility, they write. Full Story: ThinkAdvisor
Financial advisors need to reimagine portfolio allocation strategies, as well as their coaching strategies, to help clients work toward long-term financial success, writes Mark Matson of Matson Money. He urges advisors to consider client biases, stick with long-term investing principles and keep sight of long-term goals. Full Story: ThinkAdvisor
When clients have an idea a financial advisor thinks isn’t very good, the advisor should “be protective, yet supportive,” writes Bryce Sanders of Perceptive Business Solutions. Sanders offers several strategies for dealing with the situation, including asking questions and suggesting similar but better solutions. Full Story: Financial Advisor online
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