Six ways to help clients prepare for a longer retirement
June 19, 2019
With these strategies, you may be able to lessen the anxiety your clients feel about making their money last.
Client outcomes
Full retirement age: The Social Security golden goose?
April 30, 2019
Does your client understand full retirement age? We delve into the impacts of filing early, waiting until FRA or even putting off collecting Social Security benefits until later.
Client conversations: Redefining transparency
April 26, 2019
Clients expect honesty and authenticity from their financial advisors. Here are four ways you can ensure your business is transparent when working with your clients.
Ways to reduce taxable income for small business owners
March 15, 2019
In the last year, most small businesses saw tremendous growth, thanks in part to an increased acceptance of the gig economy model — using freelancers and contract employees — and the recent tax reform bill. These small business owners now have more taxable income — and can benefit from advice on how to lower it.
The new tax cut offers long-term benefits
February 7, 2019
This tax year will differ than some in recent memory as the new tax law from 2017 may offer new opportunities for you and your clients. Tax rates decreased in 2018, leaving more cash in many people’s pockets.
Elder care planning: Help your clients have the talk
February 4, 2019
According to a poll by the Nationwide Retirement Institute, only one in four Americans are confident in their plans to pay for long-term care expenses. Here’s how you can help your clients discuss this challenging topic with their loved ones.
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