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  Helping Clients Prepare for a Great Retirement During the Great Resignation

  Job changes present your clients with important financial decisions to make.

  Client outcomes March 17, 2022

  • great resignation
  • practice management
  • retirement planning
  • taxes
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  Planning for 2022 following a record year in the pension risk transfer market

  Here is what you should know about planning PRTs in 2022.

  Client outcomes March 9, 2022

  • pension risk transfer
  • retirement planning
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  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 planning
  • investing strategies
  • retirement planning
  • taxes
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  Women seek retirement confidence after COVID setbacks

  Financial professionals can help their women clients find opportunities to build their retirement confidence.

  Client outcomes January 12, 2022

  • client relationships
  • women in retirement
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  What’s new with retirement plans?

  Here's a look at key proposed legislative developments relative to retirement plans.

  Client outcomes November 18, 2021

  • legislation
  • retirement planning
  • RMD
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  Long-term care misperceptions present planning and practice growth opportunities

  Our recent survey uncovered widespread long-term care misperceptions across all age groups.

  Beyond Investing November 16, 2021

  • client relationships
  • Long-term care
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  Three Financial Planning Tips for Seniors

  Here are three things that seniors may want to consider to help ensure their retirement income plans work smoothly.

  Client outcomes November 3, 2021

  • client relationships
  • retirement income
  • retirement planning
  • taxes
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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
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  How Are You Celebrating National Estate Planning Week?

  Estate planning is a vital component of financial wellness and is important for your clients.

  Practice Management October 18, 2021

  • client relationships
  • estate planning
  • legacy planning
  • retirement planning
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  Medicare 101: Understanding Healthcare in Retirement

  Help your clients know where to start when it comes to Medicare planning with these Medicare 101 basics.

  Client outcomes October 13, 2021

  • health care
  • Medicare
  • retirement planning
  • Social Security