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  Financial planning tips for blended families

  When two people marry and bring children from previous marriages, managing blended inheritances, ensuring fair distribution of assets, and avoiding potential conflicts will all be aspects for your consideration as a financial professional.

  Client outcomes January 4, 2024

  • retirement income
  • retirement planning
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  AI’s impact on longevity risk: Can clients afford it?

  AI is poised to help us live longer, healthier lives. Can clients afford it?

  Client outcomes July 28, 2023

  • client relationships
  • investing strategies
  • retirement income
  • retirement planning
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  Buying LTC Insurance can be similar to buying a car

  There are many factors you look at when buying a car that go beyond style, color and comfort. You are looking at price vs. value, mileage, extra options, holding value, and expected length of use. In addition, the purpose of the vehicle matters. Perhaps a reliable car is all you need, but if you need a workhorse of a vehicle, you might choose an SUV or truck. All of these same factors go into making a decision about which LTC policy may work best for you.

  Client outcomes February 23, 2023

  • income planning
  • Long-term care
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  Maximize retirement savings by utilizing Net Unrealized Appreciation (NUA)

  Read these key considerations for implementing NUA strategies in you clients’ retirement plans

  Client outcomes August 23, 2024
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  Financial planning for DINKs

  The dual income, no kids (DINK) lifestyle is becoming more common. Here’s what you can expect from this kind of client.

  Client outcomes June 28, 2024

  • investing strategies
  • retirement planning
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  Financial Planning for Recovering Addicts: Reclaiming Stability

  Recovering addicts may face a unique set of challenges with finances. Here are tips to help your clients in recovery rebuild their financial stability

  Client outcomes June 27, 2024

  • client relationships
  • retirement planning
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  S&P 500 Index Surges to New Highs, Reflecting Positive Track Record in Re-election Years

  Navigating Mixed Signals and Seasonality

  Capital Market Impact June 11, 2024

  • market commentary
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  Market Milestones: S&P 500® Index Hits Record High Amid Rate-Cut Expectations

  Investor sentiment improves as inflation eases.

  Capital Market Impact May 20, 2024

  • market commentary
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  The shifting retirement outlook requires new thinking for financial planning

  Many Americans are realizing their retirement may differ from past generations. Discover insights in our latest survey.

  Client outcomes May 13, 2024

  • client relationships
  • income planning
  • investing strategies
  • retirement planning
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  Markets stand firm amid inflation challenges and earnings surprises

  Navigating challenges with steadfast resolve

  Capital Market Impact April 29, 2024

  • market commentary