Search results

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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
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  Planning for health care costs at every stage of retirement planning

  Help your clients understand the potential costs associated with health care in retirement and be prepared for whatever comes their way.

  Client outcomes April 15, 2022

  • client relationships
  • health care
  • Long-term care
  • retirement planning
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  Personal, estate, and business tax planning strategies for 2022

  Regardless of uncertainty about tax law changes, there are many tried-and-true tax planning strategies that work in any environment.

  Client outcomes February 11, 2022

  • income planning
  • investing strategies
  • retirement planning
  • taxes
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  Look at alternatives to seek income goals

  With risks rising, a 60/40 portfolio may not be able to maintain its run of double-digit returns for much longer.

  Capital Market Impact November 30, 2021

  • investing strategies
  • market commentary
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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 November 9, 2021

  • client relationships
  • lgbtq
  • Long-term care
  • retirement planning
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  Three Financial Planning Tips for Seniors

  Here are three things that seniors may want to consider to help ensure their retirement income plans work smoothly.

  Client outcomes November 3, 2021

  • client relationships
  • retirement income
  • retirement planning
  • taxes
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  Legacy and estate planning checklist guide for financial professionals’ clients

  Here are three things for your clients to consider when making an estate and legacy plan.

  Client outcomes October 27, 2021

  • estate planning
  • health care
  • legacy essentials
  • Long-term care
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  How Are You Celebrating National Estate Planning Week?

  Estate planning is a vital component of financial wellness and is important for your clients.

  Practice Management October 18, 2021

  • client relationships
  • estate planning
  • legacy planning
  • retirement planning
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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 October 4, 2021

  • client relationships
  • legacy planning
  • retirement planning