Preparing your clients for the Great Wealth Transfer Financial professionals can bring tremendous value to clients and beneficiaries by helping them prepare for an efficient transfer of wealth to the next generation. Client outcomes January 23, 2024 practice managementretirement incomeretirement planningtaxes
How to have “The Talk” with clients about estate planning Broaching this important topic can help your clients solidify their legacies—and help you retain assets across generations. Client outcomes January 26, 2024 client relationshipsretirement incomeretirement planning
The financial professional’s tech guide: software and tools for client success As client expectations evolve, utilizing financial planning tools can be essential for staying competitive and delivering the highest level of service. Business Growth December 28, 2023
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 relationshipsincome planningretirement planning
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
How financial professionals can make strong connections with Black consumers Financial professionals have a unique opportunity to support the financial goals of Black Americans. Client outcomes February 7, 2023 client relationshipspractice management
Single women investors seek to control their retirement preparedness As more women reach retirement age, the focus of financial planning turns to retirement preparedness in an uncertain economic climate. Client outcomes March 12, 2024 client relationshipsretirement planningwomen in retirement
A less taxing way to cover an IRS tax liability A securities-backed line of credit can help clients who need fast access to cash. Client outcomes February 16, 2024 client relationshipshabitsinvestment strategiespractice management
Helping clients understand the financial benefits of marriage Marriage can offer significant financial benefits such as pooled resources for retirement, access to spousal Social Security benefits, insurance coverage and discounts, and potential tax advantages. Client outcomes October 26, 2023 client relationshipsmarriageretirement incomeretirement planning
Richcession? Rolling recession? What to expect for the economy going forward Recession worries can affect investor sentiment. Here’s how to clarify what to expect from the economy in the future. Capital Market Impact September 13, 2023 consumer spendingeconomic commentaryeconomic growthinflation