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To assist you as you help clients, we deliver clear, straightforward articles and resources. Our client-ready materials simplify timely, complex issues.

A convertible car on the road
Retirement Income Planning
March 18, 2023 6 minute reading time.

How to help clients start a travel fund

Saving money for travel—just like saving for other big events—requires discipline and planning, especially if your clients are interested in finding cost-saving deals. By setting goals, creating a budget, tracking expenses, and automating savings, your clients will be well on theirway to making their dream trip a reality. Additionally, travel can be tailored to their level of financial comfort based on their chosen lodging, transportation, and activities. Sharing these tips with clients can be a great way to discuss travel, and how it fits in to their overall financial plan.  
A person showing information on this tablet to a couple.
Retirement Income Planning
March 13, 2023 3 minute reading time.

How to help clients manage their debt

As a financial professional, one of the most important things you can do for your clients is to help them manage their debt. According to New York Fed's quarterly Household Debt and Credit Survey (HHDC), the total consumer debt reached $16.5 trillion in the second quarter of 2022, which is significantly higher than the second quarter of 2019 at $13.86 trillion. Debt can feel like an overwhelming obstacle for many people, and it can feel difficult to manage alone. By taking a holistic approach to financial planning, you can help your clients manage their debt effectively and work toward building financial security. 
A Gen-X generation couple sitting closely and chatting with each other.
Retirement Income Planning
March 10, 2023 5 minute reading time.

7 tips to help your client consider where to retire

As with many big life decisions, choosing where to retire is deeply personal, and will vary based on what’s most important to the retiree. For many, it’s the first time having the freedom to relocate without being tied down to a job or employer. While some may aim to keep their cost of living low or be near family, others might desire to live in a beach town or reside close to a state-of-the-art hospital. The preferences will vary, but there are 7 general factors your clients might want to consider when choosing a place in which to retire.  
Two people checking calculations together at home
Retirement Income Planning
March 7, 2023 7 minute reading time.

Tips to Help Clients Build Financial Security

What does financial security mean to you? For some, it means having a robust retirement portfolio. For others, it means finding a high paying job or simply building an emergency fund. As a financial professional, you’re uniquely positioned to bring structure to your client’s financial life by helping them set goals and develop plans for retirement; you’re setting them up for financial security—whatever that means to them.  

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