Adding value by adding to your clients bottom line

What does your client really know about managing money?  Do they understand about the Rule of 72 or the time-value of money?  For most people, social security is going to provide much of a quality of life for retirement.  Additionally, those who are investing in 401Ks and IRAs typically don't have a knowledge of how much they are going to have at their ideal retirement age or how much they are going to need.  Furthermore, they don't know what they are going to need in income.  Those of us who claim to be mortgage professionals have the advantage of seeing a client's complete financial picture and operate as their financial quarterback.  Read More.