Hispanic clients share concerns about financial security Nearly nine in 10 Hispanic adults said they are concerned about current levels of inflation in the country. Business Growth September 26, 2022 client relationshipsdiverse marketsNF Brand: Pulsepractice management
The best advice I’ve ever gotten: National 401(k) Day National 401(k) Day is celebrated to help Americans better understand their retirement plan by bringing awareness to the importance of saving for retirement. Amelia Dunlap, VP of Retirement Plans Marketing at Nationwide Financial, shares the best advice she’s received about retirement saving. Practice Management September 9, 2022 habitsretirement planning
Home is where the expenses live Rising mortgage rates and elevated home values are compounding the pain for potential home buyers. Capital Market Impact August 31, 2022 consumer spendinghousing market
Inflation increases financial stress for many families Worries about inflation and a potential recession are top of mind for American families. Read more insights from our recent Family Finances flash poll. Client outcomes August 24, 2022 income planninginflationrecessionretirement planning
Igniting legacy planning action Estate planning is an important process that many clients avoid discussing with their financial planners. Client outcomes August 16, 2022 client relationshipsincome planningpractice managementretirement income
Health care costs resume their rise after a COVID-related pause COVID-19 brought a reprieve on the amounts spent on health care. But it’s worth taking the time to examine what brought that slowdown and why it’s only temporary. Client outcomes August 8, 2022 habitshealth careinflationLong-term care
Using the 4% rule correctly may also mean you need to break it We’ve all heard of the 4% rule in retirement. But using it effectively—especially in today’s environment—may mean using it as more of a benchmark than a hard-and-fast rule. Client outcomes August 2, 2022 income planninginflationinterest ratesinvesting strategies
Clients rethink Social Security plans amid uncertain environment View insights from our 2022 Social Security survey and resources to help build your client relationships. Client outcomes July 20, 2022 client relationshipspractice managementretirement planningSocial Security
Common Social Security questions and misconceptions answered Here are some common questions and misconceptions every financial professional should be prepared to address. Client outcomes June 27, 2022 retirement planningSocial Security
Talking about the unique financial needs of LGBTQ+ clients. It’s important for financial professionals to be aware the financial challenges common in the LGBTQ+ community. Business Growth June 21, 2022 client relationshipsdiverse marketspractice management
