clientfocusedadvisors, Author at Client Focused Advisors

All Posts By clientfocusedadvisors

Tips for Getting a Life Insurance Policy After Cancer

If you’ve ever applied for life insurance, you know that insurers have a tendency to favor applicants who are healthy and active — after all, they’re in the business of betting against having to pay death benefits any time soon. The longer their clients live, the more premiums they gather and the more profits they…

Financial Tips for Graduates That Everyone Can Use

June is graduation season, and for those who are moving on to higher education or entering the workforce for the first time, it is important to carry the timeless wisdom that comes from beyond the textbooks. Everyone could all use some reminders of the lessons that we sometimes overlook in our finances. Here are some…

How To Save on Your Next Vacation

Here are some tips so you can get the most bang for your buck and make the memories of your next vacation last a lifetime! Discover Your Member Perks Instead of that abundance of plastic in your wallet costing you money all the time, make it work in your favor by finding out what discounts…

Ways to Cut your Costs During Retirement

Living on a fixed income poses a significant challenge for many retirees. Unless you’re willing to work part-time in retirement, once you leave your career behind, your options for generating extra cash will be limited at best. That’s why it’s vital to stretch your existing budget to the greatest extent possible. Here are a few…

Quick and Easy Ways to Save

Create A Budget Having a budget and sticking to it can improve anyone’s financial picture. Yes, it takes discipline but in today’s tech-friendly world it can all be done from your fingertips. Apps and websites like Mint.com and Level Money can directly connect to your Checking Account, Savings Account, and credit cards so you can…

The Importance of Setting Life Goals – Goodbye NYC, Hello Florida!

I was recently unpacking boxes from my move from NYC to Florida when I came across a note pad where I had jotted down some life goals. I couldn’t help but smile when I realized nearly everything on the list had been accomplished! I wanted to take a moment and write this letter to share…

Are you Frugal?

What does “being frugal” mean? It’s more than just being thrifty and trying to save every nickel and dime when you get the chance to. If you are truly frugal, its lifestyle and not an activity. Being frugal is not something one turns on and off, it’s a commitment. To embody a frugal attitude requires you…

Being Productive When You Are Online

During your free time, either after work or during the weekends, how often do you end up spending an embarrassing amount time getting into a rabbit hole of videos or articles? For me, I have been known to venture into a rabbit hole of watching old Duke basketball highlights for longer than I am willing…

RESOURCEFUL WAYS TO EARN EXTRA MONEY

Unless you are one of lucky few than have a fat wallet and bank account that resembles a phone number, odds are that you are always looking for ways to save a little extra here and there and grow your monthly income any way possible. Beginning a taking on a side job in addition to…

7 Tips To Use LinkedIn And Other Tech To Capture And Keep Clients

The following article was published in Forbes Magazine on February 28, 2017, and was written by Joanna Belbey. Sales, particularly in financial services, has always been an in-person, relationship business. Deals are forged with chit chat, on the golf course, over dinner, over time. However, there is a new generation of clients that is too busy, or…