by A&A Editorial Team | Apr 25, 2025 | A&A Editorial Team, Accumulation & Retirement Income, Wealth
While many self-directed investors recognize the value of professional financial advice, a substantial portion remain hesitant to utilize it. According to recent findings from Cerulli, more than half of investors managing their portfolios value speaking with a human...
by A&A Editorial Team | Apr 23, 2025 | A&A Editorial Team, Accumulation & Retirement Income, Wealth
Imagine one of your clients, a couple in their late 50s. They’ve worked hard, saved diligently, and now have a nest egg they’re proud of. But they hesitate when you ask them how they plan to turn those retirement savings into income for the next 30 years....
by A&A Editorial Team | Apr 21, 2025 | A&A Editorial Team, Protection/Income, Wealth
With a new administration in office and ongoing shifts in the political and economic landscape, navigating the complexities of Social Security can feel daunting for professionals and consumers alike. Staying informed and keeping abreast of new developments will allow...
by A&A Editorial Team | Apr 18, 2025 | A&A Editorial Team, Sales & Marketing, Sales Tips
Networking with high-net-worth individuals (HNWI) presents a unique and powerful avenue to develop long-term relationships, providing a stable and consistent source of income, which increases business growth and revenue, as well as the opportunities to enhances your...
by A&A Editorial Team | Apr 16, 2025 | A&A Editorial Team, Health, Wealth
Retirement is often perceived as the “golden years” — a time for relaxation, travel, and pursuing passions. However, for many pre-retirees, the dream of a carefree retirement can be jeopardized due to the underestimated and overwhelming cost of long-term healthcare....
by A&A Editorial Team | Apr 14, 2025 | A&A Editorial Team, Accumulation & Retirement Income, Wealth
In retirement, the sequence of return risk presents a unique threat that can derail even the most carefully crafted strategies. For those approaching retirement, the stakes are high: an untimely market downturn can rapidly deplete savings, forcing retirees to sell...
