Saturday, March 21, 2015

Why women need to be financially aware



Financial awareness among women is the newest educational frontier for advisers. and this particular interactive software does just that. It includes financial data, documents and family photos that can help visualize the big financial picture or demonstrate detailed information on any one financial holding or planning strategy.

Most women will spend at least part of their life on their own, either because they never marry or because they lose a spouse to divorce or death. This means many will be forced to manage their own finances in their later years without the support of a partner,” says Bast. “And because women tend to live longer than men, their money will need to stretch further.”

Syndicated financial columnist and talk show host Steve Savant interviews registered investment adviser and certified financial planner Heather Coulter. For almost 20 years she has been managing money and using a unique mind mapping software that analyzes, stores and retrieves client data and photos.

Saturday, March 14, 2015

Why families do generational planning



America's life expectancy is ever evolving towards new frontiers in longevity. Family planning is now incorporating four generations. The are four consumer generations are the mature who came from emerging affluence to affluence. The baby boomers were the generation of the team, not the individual. Generation X and Millennials are about the "army of one," i.e. the individual.

The defining differences in each generation create an customized environment that are flush with cultural significance and taboos. Learning the idiosyncrasies of each generation can help you communicate your message and identify the characteristics of your clientele.

Syndicated financial columnist and talk show host Steve Savant interviews registered investment advisers and certified financial planners Rob O'Dell and Heather Coulter. For almost 20 years they have been managing money and using their unique mind mapping software that analyzes, stores and retrieves client data and photos.

Saturday, March 7, 2015

Why Business Evaluation is So Important to Small Business



Small business is the backbone of corporate America. American business dominates the world in overall value. But small business seems to shy away from determining its true market valuation or simply over valuing the business.

But the real reason for most small business reluctance to secure a professional evaluation is the cost. New evaluation software is using state of the art algorithm design to calculate a valuation that is a great starting number and is extremely economical. Don and Steve walk you through the latest in business evaluation technology.

Syndicated financial columnist and talk show host Steve Savant interviews life insurance income specialist Don Prehn, CLU, ChFC. For over 20 years Don has been presenting cash value life insurance as a financial product option.

About Steve Savant

Steve Savant

As the National Marketing Spokesperson for Ash Brokerage, Steve Savant looks forward to meeting financial professionals in every way possible - in person or by video through conferences and social media.

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