Passing along financial wisdom across generations of Black investors Explore insights from experienced Black investors on building financial security and key lessons in smart saving for a successful retirement. Client outcomes February 6, 2024 client relationshipspractice managementretirement incomeretirement planning
Retirement advice from 65-year-olds can help your clients’ financial futures In 2024, more American workers will turn 65 than at any point in history. Client outcomes January 22, 2024 client relationshipsretirement incomeretirement planningSocial Security
Advising through the silver splitter phenomenon: a guide to gray divorce Gray divorce is on the rise—but how will it affect your clients? Client outcomes December 21, 2023 retirement incomeretirement planning
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
Help clients plan for health care costs in retirement With all the focus on building wealth and planning income for retirement, health care planning can get lost in the shuffle. Client outcomes October 23, 2023 client relationshipsmarket commentaryotherretirement planning
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 relationshipsinvesting strategiesretirement incomeretirement planning
Economic uncertainty has those closest to retirement delaying their plans After decades of saving and planning, many pre-retirees (non-retired investors aged 55-65) are reconsidering their retirement plans. Client outcomes June 20, 2023 client relationshipsinflationretirement planning
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
How to Help LGBTQ+ Clients Plan Their Financial Futures Understand some of the unique challenges that LGBTQ+ individuals face, that may affect their financial planning. Client outcomes December 30, 2022 health carelgbtqretirement planningtaxes
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 relationshipsretirement planning