Category: Announcements

Employer-provided benefits are a critical component of any financial plan. However, making benefit elections can be complicated. The good news, though, is that financial advisors can help clients coordinate their benefits with other areas of their financial plans.  Help shepherd…

It’s a common question your clients are asking: Should I lease or buy my next automobile? The decision to lease or buy can have a day-to-day and long-term effect on cash flow and emotions. Beyond make, model, and body type,…

Disability insurance is an integral part of any portfolio. Should your clients suffer an illness or injury that prevents them from returning to work, disability insurance protects their income. All too often, however, disability insurance is secondary to other insurances. …

The Share Link Options update was a success among members. However, your team at fpPathfinder isn’t one to rest on its laurels. We identified several ways the member experience could be even better … so we kept at it! Here…

Life insurance is a valuable and appropriate tool that can assure your client’s family and business can carry on, should the unthinkable happen.  To help guide your clients through an introductory life insurance conversation, consider using the “What Issues Should…

For some time, members have asked fpPathfinder for a feature that allows them to remove checklist questions. Because we are as deliberate as our members are diligent, we carefully evaluated the request to develop a solution that balances advisor needs…

Unexpected expenses are an inevitable part of life. If you haven’t had a call like this, you will: “My car was totaled. It’s OK. Everyone’s fine. But we didn’t expect to have to buy a new car right now.”  Unexpected…

January 1 always feels like starting a new book that we get to write. The pages are blank, and we can start from scratch. That’s probably why we all make lifestyle and financial resolutions. Everything feels achievable in the new…