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
Why is Estate and Legacy Planning Important? Legacy planning gives financial professionals an opportunity to demonstrate their empathy and build client trust. Client outcomes January 27, 2023 client relationshipslegacy planningretirement planning
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