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  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 income
  • taxes
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  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 relationships
  • legacy planning
  • retirement planning
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  The importance of long-term care planning for LGBTQ+ clients

  LGTBQ seniors often have additional concerns and may face additional challenges when planning for safe, high-quality LTC.

  Client outcomes January 5, 2023

  • client relationships
  • lgbtq
  • Long-term care
  • retirement planning
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  Finding the Right Fit for your Client’s Long-term Care Planning

  There are more options than ever to help your client find LTC coverage that fits into their overall financial approach.

  Client outcomes December 29, 2022

  • client relationships
  • health care
  • Long-term care
  • retirement planning
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  Turning the tables to make sense of long-term care planning

  Help your clients overcome common hurdles and obstacles when it comes to Long-term Care planning.

  Client outcomes December 8, 2022

  • client relationships
  • Long-term care
  • retirement planning
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  How financial advisors should approach succession planning

  Succession planning is much more than just the act of selling your practice; there are many items to consider when planning the successful transition of your firm, like finding the right successor, client/relationship communications, receiving the proper value, and reducing taxes on the sale of your firm.

  Business Growth November 29, 2022

  • practice management
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  Helping veterans and military with financial planning

  There are many financial benefits available to veterans from the U.S. Department of Veterans Affairs (VA).

  Beyond Investing November 10, 2022

  • client relationships
  • military
  • practice management
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  Inflation in health care costs offer planning opportunities

  Financial professionals can provide valuable guidance now to help more people plan ahead for higher health care costs.

  Client outcomes October 26, 2022

  • client relationships
  • health & longevity planning
  • health care
  • inflation
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  5 Simple Tips for a Retirement Income Plan

  Help your clients feel better about their retirement plan with these 5 simple tips to get prepared for the future.

  Client outcomes August 24, 2022

  • income planning
  • retirement planning
  • Social Security
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  Igniting legacy planning action

  Estate planning is an important process that many clients avoid discussing with their financial planners.

  Client outcomes August 16, 2022

  • client relationships
  • income planning
  • practice management
  • retirement income