Financial professionals

WHAT DOES IT MEAN TO BE A WOMAN IN THE FINANCIAL SERVICES BUSINESS?

I don’t know the answer for everyone, but I can share what has been my experience as a woman in financial services. I’ve been in the...

CALLING ALL WOMEN – CONSIDER A CAREER IN FINANCIAL SERVICES

FCA Financial

CALLING ALL WOMEN – CONSIDER A CAREER IN FINANCIAL SERVICES

We have all heard the statistics – women now make up more than 50% of the US population1 and are making 80% of the purchasing decisions...

TAKING YOUR INSURANCE SALES TO THE NEXT LEVEL

FCA Financial

TAKING YOUR INSURANCE SALES TO THE NEXT LEVEL

There comes a point in your career that you’re ready to take your insurance sales practice to the next level – you want to work with more...

FCA Financial

YOU’RE A LIFE INSURANCE AGENT NOW

Congratulations – as a life insurance agent you now own your own business. Although you may be affiliated with an agency, you are...

FCA Financial

CELEBRATING WOMEN TRAILBLAZERS

During Women’s History Month, we remember those whose shoulders we stand on. Thank you Ellen Putnam, for forging ahead when there was no...

DISTRIBUTING ESTATE ASSETS FAIRLY AND EQUITABLY

FCA Financial

DISTRIBUTING ESTATE ASSETS FAIRLY AND EQUITABLY

The estate of most individuals is worth more than just money. A family business, a summer cabin on the lake or an antique car collection...

FCA Financial

WILL YOUR RETIREMENT INCOME LAST?

How Prepared Are You? How Far Will Your Savings Take You? I first got into the financial services industry because I knew I wanted to...

SECRETS OF A FORMER FINANCIAL ADVISOR… BUDGETS

FCA Financial

SECRETS OF A FORMER FINANCIAL ADVISOR… BUDGETS

I am a former financial advisor. The company I worked for is not important (rhymes with “barbarian excess”), but the life and money...

FCA Financial

YOUR ROTH IRA CAN GROW, BUT NOT FOREVER

If you have a Roth IRA, you know the benefits of this account. You can take distributions from it over your lifetime without paying any...

FCA Financial

10 REASONS I LOVE LIFE INSURANCE

I was standing on the soccer sidelines the other evening talking to my fellow soccer moms about how well a child we all knew was...

SECRETS OF A FORMER FINANCIAL ADVISOR… “IT TAKES INTEGRITY TO BUY LIFE INSURANCE”

FCA Financial

SECRETS OF A FORMER FINANCIAL ADVISOR… “IT TAKES INTEGRITY TO BUY LIFE INSURANCE”

I was walking the grizzled life insurance veteran back to his room after he spoke to our group of advisors at an education day. On the...

FCA Financial

BUILDING YOUR PERSONAL BRAND

Many companies are concerned about their brand and for good reason. What people think of a company and its brand can catapult it to new...

SECRETS OF A FORMER FINANCIAL ADVISOR: THE MONKEY TRAP

FCA Financial

SECRETS OF A FORMER FINANCIAL ADVISOR: THE MONKEY TRAP

The nature documentary footage shows a bare circle of earth surrounded by lush grasses, trees and brush. A monkey cautiously approaches...

FCA Financial

BORROW FROM YOURSELF

“A bank is a place that will lend you money if you can prove that you don’t need it.” Source: NLG It’s one of those classics that falls...

THANK YOU FOR SAVING MY LIFE| THE GREATEST COMPLIMENT I EVER RECEIVED

FCA Financial

THANK YOU FOR SAVING MY LIFE| THE GREATEST COMPLIMENT I EVER RECEIVED

There are not many jobs that allow you to receive that type of compliment. No, I’m not an EMT, a police officer or a doctor. I didn’t...

HOW SHOULD I DOUBLE MY MONEY? HERE ARE SOME CHARITABLE GIVING TIPS

FCA Financial

HOW SHOULD I DOUBLE MY MONEY? HERE ARE SOME CHARITABLE GIVING TIPS

We’ve been going through a fun and interesting debate in my family: Now that we can double our money, who should get it? Source: NLG No,...

SECRETS OF A FORMER FINANCIAL ADVISOR: DANCE WITH THE ONE WHO BRUNG YOU

FCA Financial

SECRETS OF A FORMER FINANCIAL ADVISOR: DANCE WITH THE ONE WHO BRUNG YOU

“Dance With The One Who Brung You” – Old Southern Saying (with various ungrammatical variations). Source: NLG “A man with a watch knows...

CAN WE TALK? | FINANCIAL PLANNING WITH YOUR SPOUSE

FCA Financial

CAN WE TALK? | FINANCIAL PLANNING WITH YOUR SPOUSE

Call me crazy but between juggling work schedules, playing hot potato with parenting duties (“but I read stories last night…”), and...

IS A SINGLE PREMIUM DEFERRED ANNUITY RIGHT FOR ME?

FCA Financial

IS A SINGLE PREMIUM DEFERRED ANNUITY RIGHT FOR ME?

Single Premium Deferred Annuities (SPDAs) are not often talked about. Unfortunately, there isn’t a lot of awareness of what this product...

9 ½ LESSONS ABOUT MONEY AND LIFE (THAT ONLY TOOK ME FORTY YEARS TO LEARN)

FCA Financial

9 ½ LESSONS ABOUT MONEY AND LIFE (THAT ONLY TOOK ME FORTY YEARS TO LEARN)

I’ve had some really great mentors along the way, both professional and personal, who bravely shared their “warts and all” wisdom and...

US National Debt Clock : Real Time

Charting America’s Debt: $31 Trillion and Counting. Failing to plan is planning to fail!

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