David Conti

Can guide clients toward prudent use of these funds, and what steps can help ensure that every dollar supports long-term well-being. #NCRetirementCenter

How to guide clients through the emotional and financial challenges of late-life separation. #finance #greydivorce #investing

Non-Resolution Checklist, filled with practical ways to stop wasting your energy on things that don’t enhance your new chapter. #NCRetirementCenter

Many families seek to leave their kids a strong sense of key values that shaped their lives, made them successful, and got them through hard times

When clients face overwhelming situations such as accidents financial advisors play an essential role in providing reassurance.

Collaborating with retirement coaches helps clients navigate complex emotions, regain control, and focus on moving forward during transitions.

How to help “Childfree” and Solo Ager clients prioritize living well today over building wealth for heirs. #retirement #aging #investing

How advisors are helping clients rediscover purpose and passion beyond retirement. #NCRetirementCenter

How Innovative Advisors Help Clients Find Purpose and Overcome Post-Retirement Anxiety #retirement #life

Navigating the complexities of elder care transitions is a daunting task, but it can also be a significant opportunity for financial advisors.

Cognitive Decline’s Dark Shadows Loom Over the Financial Advisory World. #advisors #clients #aging #business