GFD Blog Entries

Is it time to update your estate plan?

You may need to update your will if you've moved to a new state.

Getting older bring with it a series of experiences, decisions and responsibilities. Chief among them is the protection - both physical and financial - of your family

News Category:

Financial services

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How to maintain clients that span the generations

If you want to maintain a working relationship with a client that spans the generations, you have to be willing to put in the time.

The inheritors of wealth frequently don't acknowledge or realize the key role advisors often play in helping their parents grow their savings.

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Financial services

Life insurance

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Will retirees be in better shape with Social Security checks rising?

The Insured Retirement Institute is reminding people that a COLA is nice to have, but won't go too far.

There's some question as to whether the increase will make a notable difference in individuals' budget considerations.

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Financial services

Life insurance

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How high-net-worth individuals are doing a decade after the recession

More people are in better shape financially now than before the recession occurred, particularly high net worth individuals.

For the most part, high net worth individuals are doing better today than they were during boom times.

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Financial services

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Are business owners properly prepared for retirement?

Small business owners may not be in a position where they have the ability to retire.

If small-business owners change their minds and decide to retire, will they even be able to?

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Financial services

Life insurance

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Raising a child just got more expensive

The USDA is out with its latest numbers on how much it costs to raise children from birth to their late teens.

While it may be rewarding, raising a child in today's America is an expensive endeavor.

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Financial services

Life insurance

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In a 2016 first, life insurance buys fall, report shows

Life insurance application volume fell for the first time all year in August.

In what may be best described as a summer swoon, life insurance sales fell for the first time in 2016 during the month of August, according to newly released data.

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Life insurance

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Defying naysayers, millennials highly value hard work, education

Millennials are ready and willing to learn so that they can get ahead, the findings from two new surveys suggest.

Financial professionals who are hesitant to offer educational services to millennials - believing they won't be interested - may want to reconsider.

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Financial services

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GFD Blog Entries

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