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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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  Student debt and retirement: 6 tips to help guide clients toward financial stability

  Concerns about student loan debt could be an issue that your older clients will need addressed when discussing retirement planning. In this blog we’ll share 6 tips on how to approach financial planning with clients who have student loan debt.

  Client outcomes November 17, 2023

  • habits
  • retirement planning
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  Help clients plan for health care costs in retirement

  With all the focus on building wealth and planning income for retirement, health care planning can get lost in the shuffle.

  Client outcomes October 23, 2023

  • client relationships
  • market commentary
  • other
  • retirement planning
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  How to use in-plan protected income solutions to improve retirement confidence

  In-plan protected income solutions can go a long way toward building retirement confidence.

  Client outcomes September 27, 2023

  • in-plan guarantee
  • retirement planning
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  Helping self-employed and gig-worker clients save for retirement

  There are many options for your self-employed clients when it comes to saving for retirement.

  Client outcomes August 11, 2023

  • retirement income
  • retirement planning
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  Economic uncertainty has those closest to retirement delaying their plans

  After decades of saving and planning, many pre-retirees (non-retired investors aged 55-65) are reconsidering their retirement plans.

  Client outcomes June 20, 2023

  • client relationships
  • inflation
  • retirement planning
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  How clients saving for retirement can benefit from higher interest rates

  Help your clients take advantage of the higher interest rates

  Beyond Investing June 9, 2023

  • interest rates
  • retirement planning
  • taxes
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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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  Rethinking life after retirement

  Market volatility leads to uncertainty for investors planning for retirement as many say they plan to continue working.

  Client outcomes January 25, 2023

  • client relationships
  • retirement planning