Search results

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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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  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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  Stocks offer another lesson in long-term investing

  Investors who exited stocks during last year’s bear market may have missed some ongoing rallies.

  Capital Market Impact June 21, 2023

  • investing strategies
  • market commentary
  • stock market
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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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  The chicken or the nest egg: talking to clients about saving during inflation

  It’s a near certainty that prices will continue to rise indefinitely regardless of actions taken by the Fed or other political leaders. Therefore, its vital to utilize an approach to savings with your clients that embraces the reality of inflation.

  Client outcomes June 8, 2023

  • client relationships
  • income planning
  • retirement planning
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  Understanding business owners’ financial priorities amid economic uncertainty

  As a trusted resource, you can bring specific knowledge, tailored resources, and added value to your clients.

  Client outcomes June 5, 2023
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  How Financial Professionals can Help Clients Save for College: UGMA Accounts

  Like 529 plans and Coverdell Education Savings Accounts, UGMA accounts are yet another way your clients can save for their child’s college education.

  Client outcomes May 8, 2023

  • client relationships
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  The Fair Tax Act explained

  The Fair Tax Act proposes to eliminate the federal income and wealth transfer system and replace it with a national sales tax. Here’s what you and your clients may need to know.

  Client outcomes March 31, 2023

  • taxes
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  Saving for college in a volatile market

  Saving for college in a volatile market can be concerning for clients, but you can help them navigate the ups and downs of the market with a plan.

  Client outcomes March 24, 2023

  • college savings
  • habits
  • investing strategies
  • taxes