financial advisor

Coronavirus COVID-19 and the Stock Market

By now, almost everyone is aware of the coronavirus disease 2019 (COVID-19) that is spreading around the globe. It’s impacting not only people’s health and travel plans but also the stock market. As a result, many of you have probably been contacted by your financial advisors, most likely encouraging you to stay calm in the [...]

By |2020-03-02T12:11:11-05:00March 2nd, 2020|
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Financial Advisors: Be Careful with Opinions on Senior Living

In a former life, prior to founding myLifeSite, I was a financial advisor (FA) for nearly 14 years. Some of the older adults I advised were interested in the benefits of a continuing care retirement community (CCRC, or life plan community)—especially the on-site access to a continuum of care services—but there were a variety of [...]

By |2021-04-15T13:57:03-04:00November 5th, 2018|
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