Search results for: Laura Mattia

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Prepare Widows for Their ‘New Normal’ and New Relationships

Advisors often fail to ask widowed clients about new relationships and discuss potential remarriage and cohabitation. (By Laura Mattia)

Walk a Widow Through Major Financial Decisions

Even if she's investment savvy she may not understand all the nuances of revamping her finances as a single person. (By Laura Mattia)

A Grieving Widow’s Inaction Can Sabotage Her Financial Future

Encourage and help her with filing life insurance claims, making smart Social Security decisions, and sorting her assets into buckets.(By Laura Mattia)

Be a Grieving Widow’s Gatekeeper and Navigator

Creating a screen and a multi-stage roadmap can help protect her from bad decisions and bad actors. (By Laura Mattia)

His Prognosis was Fatal but His Widow Became a Client for Life

Here are the most important steps that you need to take to ensure you build a long-lasting relationship. (by Laura Mattia)

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What Raising Pug Pups Has Taught Me for Wealth Management

From chewed slippers to investment plans, the journey of patience, trust and celebration applies to puppies and clients alike.

Georgia Ponzi Scheme Duped 300 Investors Out of $140M, SEC Alleges

First Liberty Building & Loan started by making bridge loans to businesses but switched to a scam, investigators say.

The One Big Beautiful Bill Offers Opportunities for Advisors and Investors

Financial advisors need to understand these changes to serve their wealthy clients properly.

Being ‘Wealthy’ Harder to Achieve Since 2021

Inflation and soaring costs have raised the amount Americans think it takes to be wealthy. And the number varies by generation.

People with Severe Diabetes Cured in Small Stem Cell Trial

The experimental treatment has yielded striking results, but it has a big drawback.