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  5 Simple Tips for a Retirement Income Plan

  Help your clients feel better about their retirement plan with these 5 simple tips to get prepared for the future.

  Client outcomes August 24, 2022

  • income planning
  • retirement planning
  • Social Security
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  Medicare Questions – Answering Clients’ Most FAQ

  Be prepared for what is on your client’s minds when it comes to Medicare.

  Client outcomes August 15, 2022

  • health care
  • Medicare
  • retirement planning
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  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

  • habits
  • health care
  • inflation
  • Long-term care
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  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 relationships
  • diverse markets
  • practice management
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  7 tips to give your clients on investing their tax return

  Tax season provides an opportunity to reach out to your clients and start a conversation.

  Client outcomes April 19, 2022

  • income planning
  • investing strategies
  • retirement planning
  • taxes
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  Planning for health care costs at every stage of retirement planning

  Help your clients understand the potential costs associated with health care in retirement and be prepared for whatever comes their way.

  Client outcomes April 15, 2022

  • client relationships
  • health care
  • Long-term care
  • retirement planning
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  8 financial spring cleaning tips to help set your clients up for success

  Help your clients get organized and reevaluate their priorities.

  Client outcomes April 6, 2022

  • client relationships
  • income planning
  • investing strategies
  • retirement planning
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  The future is female: Focus on women’s retirement challenges to improve your business’s success

  Financial professionals can help their female clients by meeting them where they are in their financial journey.

  Business Growth March 23, 2022

  • client relationships
  • practice management
  • women in retirement
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  Equity markets pause, but remain near record highs

  Equity markets took a breather following a five-week winning streak that saw 11 record closes for the S&P 500® Index

  Capital Market Impact November 15, 2021

  • economic growth
  • inflation
  • interest rates
  • market commentary
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  Legacy and estate planning checklist guide for financial professionals’ clients

  Here are three things for your clients to consider when making an estate and legacy plan.

  Client outcomes October 27, 2021

  • estate planning
  • health care
  • legacy essentials
  • Long-term care