This past week, we offered up another Care Solutions University. One part of the discussion was the Asset Care opportunity that the SECURE Act presents for clients inheriting IRAs. As you will recall, the SECURE Act put in place a requirement to withdraw the full balance within 10 years from inherited non-spousal IRAs. And, ONLY... Continue Reading →
Icebreaker Ideas
On the October edition of Coffee Break, Elaine shared a quick hit idea for working with a great referral source – CPAs. If you have not taken a minute, please check it out. Elaine also noted that one simple statement can open the door, eyes, and ears. And, it is simply this ... “Are you... Continue Reading →
Something to Consider – Averages are Dangerous
Last week, I shared with you the extended care experience of my immediate family. If you recall, the actual duration for care for both of my grandfathers surpassed the industry average by almost 5 years. And, the average duration of care for my grandmothers and aunts (excluding memory care) was about 9 years. I am... Continue Reading →
Something to Consider – Averages are BS
For the past couple of weeks, I’ve been spending time in meetings with advisors, product experts, industry stiffs, and a whole bunch more. One thing that that is sitting with me like a rock in my shoe poking into my sensitive arch is this – the conversation focuses on averages. In my family, average is... Continue Reading →
Fridays with Fisher 
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