Help needed
Hi Reddit, someone close to me (my dad’s best friend, not blood-related) recently passed away. He cared for my sister...
life insurance
How an Advisor Gets Clients Under 50 to Save for Retirement
What are some of the recommendations you are making to young people regarding retirement savings? Is it as simple as...
Unexpected Expenses AFTER you Buy a House
Remember that beautiful fully-furnished house you viewed and fell in love with? Well, congratulations, it’s your new home. It sounds...
Life insurance via union question
Hello, My mom died a couple of months ago but hadn’t been working for a couple years per her union...
Best & Worst Wealth Firms for Digital Experience: J.D. Power, 2024
Forty-four percent of self-directed clients in the new study strongly agreed that they expect their wealth management firm’s websites and...
Mortgage Protection for a Self Build Mortgage
Do you need full mortgage protection for a self-build mortgage? Sarah came to me in a bit of a tizzy,...
Bad Underwriting Experience
34M. A CA-based top insurer first rejected then offered me with 3x the initial quote for a 30-year $1mil policy....
529 Plan to Roth IRA Rollovers: Big Promises, Big Unanswered Questions
But what happens if parents decide that they need the funds for their own retirement? While they can easily change...
Financial markets at a glance – September 30, 2024
FINANCIAL MARKETS AT A GLANCE September 30, 2024 Canadian and U.S. equities were positive over the quarter. Bond...
What is a Loan Clause When Buying a Home in Ireland?
What is a loan clause when buying a home in Ireland? If you’re on the lookout for a new home,...
