How Financial Professionals can Help Clients Save for College: UGMA Accounts Like 529 plans and Coverdell Education Savings Accounts, UGMA accounts are yet another way your clients can save for their child’s college education. Client outcomes May 8, 2023 client relationships
Saving for college in a volatile market Saving for college in a volatile market can be concerning for clients, but you can help them navigate the ups and downs of the market with a plan. Client outcomes March 24, 2023 college savingshabitsinvesting strategiestaxes
Advising through the silver splitter phenomenon: a guide to gray divorce Gray divorce is on the rise—but how will it affect your clients? Client outcomes December 21, 2023 retirement incomeretirement planning
Financing Childhood: What financial professionals need to know to help clients raise children Help clients prepare for the costs of raising a child Client outcomes May 18, 2023 income planningretirement planning
6 tips to give your clients on investing their tax return Tax season provides an opportunity to reach out to your clients and start a conversation. Client outcomes April 20, 2023 income planninginvesting strategiesretirement planningtaxes
How to raise a young investor Learn how you can help your clients teach their child how to grow their money, build wealth, and set and achieve financial goals as they grow. Client outcomes April 7, 2023 client relationshipshabitsinvesting strategies
How to Help LGBTQ+ Clients Plan Their Financial Futures Understand some of the unique challenges that LGBTQ+ individuals face, that may affect their financial planning. Client outcomes December 30, 2022 health carelgbtqretirement planningtaxes