What happens if a client passes away without a legacy plan?
As a financial professional, you can help your clients understand the importance of Legacy and Estate planning. Here are some reasons why it is important to have a plan in place.
Client outcomes
To assist you as you help clients, we deliver clear, straightforward articles and resources. Our client-ready materials simplify timely, complex issues.
Why is Estate and Legacy Planning Important?
Legacy planning includes more than just estate planning. Learn more about the importance of legacy planning and how to implement it into your practice.
Tips for funding a Roth account in 2023
High inflation in 2022 could mean the standard tax deduction in 2023 will be higher, potentially resulting in lower federal income tax. This could make contributing to a Roth account more efficient.
Rethinking life after retirement
Market volatility has investors rethinking their plans for retirement. Financial professionals should check in with clients to create a space where realistic retirement goals can be discussed and address concerns.
Supporting clients through inflation anxiety
According to data from the American Psychiatric Association’s (APA) Healthy Minds Monthly Poll, which included a question each month from June through December on how anxious Americans felt about a list of trending current events—4 in 5 respondents said inflation made them somewhat or very anxious. This anxiety regarding the economy can impact the way they feel about their retirement savings and investments—as a financial professional, it can help to listen to concerns, encourage your clients to stay the course with investments and not make any rash decisions, and let them know that they can always turn to a mental health professional for additional help.
Ask the Specialist: Gifting and selling land and equipment can be tricky
There are many things to consider when gifting and selling land and equipment. Our specialist breaks down some FAQs to help you help your clients.
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