How clients saving for retirement can benefit from higher interest rates Help your clients take advantage of the higher interest rates Beyond Investing June 9, 2023 interest ratesretirement planningtaxes
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
Understanding business owners’ financial priorities amid economic uncertainty As a trusted resource, you can bring specific knowledge, tailored resources, and added value to your clients. Client outcomes June 5, 2023
How Financial Professionals can Help Clients Save for College: UGMA Accounts Like 529 plans and Coverdell Education Savings Accounts, UGMA accounts are yet another way your clients can save for their child’s college education. Client outcomes May 8, 2023 client relationships
The Fair Tax Act explained The Fair Tax Act proposes to eliminate the federal income and wealth transfer system and replace it with a national sales tax. Here’s what you and your clients may need to know. Client outcomes March 31, 2023 taxes
Saving for college in a volatile market Saving for college in a volatile market can be concerning for clients, but you can help them navigate the ups and downs of the market with a plan. Client outcomes March 24, 2023 college savingshabitsinvesting strategiestaxes
7 tips to help your client consider where to retire Many retirees won’t be able to find the “perfect” location that checks every box for retirement, so it’s essential to identify the factors they find most important to their lifestyle. Client outcomes March 10, 2023 retirement planning
Personal, estate, and business tax planning strategies for 2023 Tax season has begun, and it’s not too early to think about planning for the 2023 tax year. While clients are thinking about 2022’s taxes, it’s a good time to discuss income, estate, and business planning opportunities for 2023. Client outcomes March 6, 2023 retirement incometaxes
How financial professionals can make strong connections with Black consumers Financial professionals have a unique opportunity to support the financial goals of Black Americans. Client outcomes February 7, 2023 client relationshipspractice management
Tips for funding a Roth account in 2023 2023 could be a really good year to fund a Roth account. Why? Because of low current tax rates and changes to how the standard deduction, tax brackets, and retirement account contribution limits are adjusted for inflation. The high inflation of 2022 means that in 2023 the standard deduction will be higher, and federal income tax brackets will be expanded. As a result, some people could be looking at a lower federal income tax bill this year, making contributing to a Roth account more efficient. Client outcomes January 26, 2023 habitsinvesting strategiesretirement incomeretirement planning
