How to have “The Talk” with clients about estate planning Broaching this important topic can help your clients solidify their legacies—and help you retain assets across generations. Client outcomes January 26, 2024 client relationshipsretirement incomeretirement planning
Personal, estate, and business tax planning strategies for 2023 Tax season has begun, and it’s not too early to think about planning for the 2023 tax year. While clients are thinking about 2022’s taxes, it’s a good time to discuss income, estate, and business planning opportunities for 2023. Client outcomes March 6, 2023 retirement incometaxes
Why is Estate and Legacy Planning Important? Legacy planning gives financial professionals an opportunity to demonstrate their empathy and build client trust. Client outcomes January 27, 2023 client relationshipslegacy planningretirement planning
Financial planning tips for blended families When two people marry and bring children from previous marriages, managing blended inheritances, ensuring fair distribution of assets, and avoiding potential conflicts will all be aspects for your consideration as a financial professional. Client outcomes January 4, 2024 retirement incomeretirement planning
What happens if a client passes away without a legacy plan? One way to help clients understand the value of proper estate planning is to consider what can happen without a plan. Client outcomes January 31, 2023 client relationshipsestate planlegacy planning
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
Navigating Finances After Loss: A Comprehensive Guide for Widows Help your widowed clients financially navigate the loss of their spouse. Client outcomes March 15, 2024 retirement planningwomen in retirement
Single women investors seek to control their retirement preparedness As more women reach retirement age, the focus of financial planning turns to retirement preparedness in an uncertain economic climate. Client outcomes March 12, 2024 client relationshipsretirement planningwomen in retirement
A bittersweet symphony: advising millennial clients Learn more about Millennials: diverse, tech-savvy and facing unique financial challenges like high student debt and underemployment. Client outcomes February 21, 2024 retirement planning
Preparing your clients for the Great Wealth Transfer Financial professionals can bring tremendous value to clients and beneficiaries by helping them prepare for an efficient transfer of wealth to the next generation. Client outcomes January 23, 2024 practice managementretirement incomeretirement planningtaxes