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
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 relationshipshealth careLong-term careretirement planning
Personal, estate, and business tax planning strategies for 2022 Regardless of uncertainty about tax law changes, there are many tried-and-true tax planning strategies that work in any environment. Client outcomes February 11, 2022 income planninginvesting strategiesretirement planningtaxes
Look at alternatives to seek income goals With risks rising, a 60/40 portfolio may not be able to maintain its run of double-digit returns for much longer. Capital Market Impact November 30, 2021 investing strategiesmarket commentary
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 planninghealth carelegacy essentialsLong-term care
How Medicare impacts a client’s retirement income Medicare can be a complex topic. We’re here to help you sort through your options in order to navigate the basics of coverage and enrollment. Client outcomes July 14, 2021 health careMedicareretirement planningSocial Security
Protecting surviving spouses from a drop in income Financial professionals bear a tremendous responsibility to surviving spouses Client outcomes May 4, 2021 investing strategiesretirement planningSocial Securitytaxes
Women can close the financial planning gap with help from advisors The pandemic has impacted how women view their financial future. Client outcomes February 4, 2021 client relationshipsretirement planningwomen in retirement
How to discuss 5 common myths about annuities with your clients Annuity products are more client-friendly than in the past. In this blog, we’ll dispel some of the most common myths about annuities, and how you can talk to your clients about them. Client outcomes August 28, 2023 client relationshipsretirement incomeretirement planning
Social Security: Knowledge gaps and funding concerns open the door to deeper discussions After ten years of survey results, the importance of working with a trusted financial professional to make social security decisions is clearer than ever. Client outcomes August 22, 2023 retirement incomeretirement planningSocial Security
