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How to Help Clients Plan for Long-Term Care
Seven out of 10 Americans will need long-term care at some point in their lives, and two out of 10 will require it for longer than five years. However, only one-third of Americans are confident in their Long-Term Care (LTC) plans. Long-term care expenses can throw a major wrench into the best-laid retirement plans, with…
Read MoreRetirement Income Planning: Help Your Clients Navigate the 5 Biggest Retirement Roadblocks
If you provide retirement planning services, creating a financially secure retirement is likely the main goal you’re trying to help your clients achieve. As you work with clients on their retirement income planning, you should be aware of some common obstacles that prevent many people from reaching this goal. Here are 5 retirement roadblocks to…
Read MoreMake Someone’s Life Better (“Love you, too!”)
Our proprietary PEAK System is designed to help you improve, hit higher levels of performance, and find more meaning in your work. My Dad often talks about the importance from learning from others. “None of us has an original idea,” he often says. “We are all a product of what we read, hear and observe”.…
Read MoreControl What You Can Control
Dear Friends, Last month, I had the opportunity to volunteer at a football camp for high school kids, hosted by NFL coach (and my former Princeton teammate) Jason Garrett. Surrounded by current and past NFL and college players and coaches, and NFL Commissioner Roger Goodell, Coach Garrett inspired the kids to: Control What You Can…
Read MoreLet’s do the work! Get optimized with PEAK
Each month, we send you a note about our PEAK system and how to elevate your business to the next level. In the first quarter of the year, we talked about: Our 20 Point Per Day Worksheet to develop a daily roadmap to success; Essentialism – eliminate the noise, so you can focus on doing…
Read MoreRetirement Hierarchy of Needs, Part 4
This blog post is the fourth, in a series of 4, on what we at Tarkenton Financial call the “Retirement Hierarchy of Needs.” The Retirement Hierarchy of Needs is a philosophy of how to build a comprehensive financial plan for a client. The idea is to make sure to cover all of the needs, wants,…
Read MoreThe Retirement Hierarchy of Needs, Part 3
This blog post is the third, in a series of 4, on what we at Tarkenton Financial call the “Retirement Hierarchy of Needs.” The Retirement Hierarchy of Needs is a philosophy of how to build a comprehensive financial plan for a client. The idea is to make sure to cover all of the needs, wants,…
Read MoreThe Retirement Hierarchy of Needs, Part 1
I know this is cliche, but I’ve got to say it: This is a long post but it is well worth a read. This blog marks the start of a four part series on what we at Tarkenton Financial call the Retirement Hierarchy of Needs. The Retirement Hierarchy of Needs is a philosophy on how…
Read MoreThe Retirement Monster Your Clients Don’t See Coming
As Halloween fast approaches, I think about the scary movies that creep me out the most. The movies that freak me out are the ones with monsters/creatures/etc., that are sneaky or stealthy. The ones you don’t see coming. Think about it. In the movie “Aliens,” there is a scene when the monsters are in the…
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