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  What’s new in Washington: Secure Act 2.0, RMDs, taxes, and more

  A lot has happened in Washington in recent months affecting the future of people’s income taxation, retirement savings, and beneficiary planning.

  Client outcomes April 14, 2022

  • legislation
  • retirement classes
  • retirement income
  • taxes
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  Emergency savings access could help workers feel more financially secure

  New legislation would provide options for workers to access emergency savings.

  Client outcomes June 1, 2021

  • habits
  • practice management
  • retirement planning
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  The importance of layoff preparation for your clients

  As layoffs are a topic of conversation due to the current economy and fears of a recession, today is a great time to help prep your clients for a layoff or future gaps in employment. These tips can help your clients set themselves up for success before and during a layoff.

  Client outcomes June 29, 2023

  • retirement income
  • retirement planning
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  Tips to Help Clients Build Financial Security

  Financial security can mean different things to different clients, and the current financial climate could be a good opportunity for starting a conversation.

  Client outcomes March 7, 2023

  • client relationships
  • investing strategies
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  How to help clients maximize Medicare and Social Security benefits

  Where Medicare and Social Security meet; how to help clients maximize benefits and minimize costs

  Client outcomes September 14, 2023

  • health care
  • retirement planning
  • Social Security
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  Advocacy for American workers results in new retirement savings rules

  Retirement savers get help a critical time, with many people facing financial challenges.

  Beyond Investing December 23, 2022

  • client relationships
  • retirement planning
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  How to approach the upcoming midterms

  Politics and portfolios: what the midterms mean for markets

  Capital Market Impact September 29, 2022

  • elections
  • inflation
  • legislation