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    Tradition meets innovation: annuity products and technology

    Unconscious bias: Acknowledging, owning, and overcoming our biases

    FARE helps Black financial professionals thrive

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    Break-even math: How much gain is needed to recover from a loss fully?

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    Strong Q3 but higher interest rates may finally begin to bite

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    Higher-for-longer rates: Weekly Economic Review & Outlook

  • Client outcomes
    • Client outcomes
    • Retirement Income Planning
    Two women in a meeting.

    How to use in-plan protected income solutions to improve retirement confidence

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    How to help clients maximize Medicare and Social Security benefits

    A person gardening happily.

    How to discuss 5 common myths about annuities with your clients

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  • A professional looking through papers.

    As investors increasingly fear a recession, financial professionals can help them prepare

    Four in ten investors believe the U.S. is already in a financial crisis, and another three in ten believe we are approaching one.

    Client outcomes April 19, 2023
    • client relationships
    • inflation
    • investing strategies
    • retirement planning
  • A child looking over a man do work on the laptop.

    How to raise a young investor

    Learn how you can help your clients teach their child how to grow their money, build wealth, and set and achieve financial goals as they grow.

    Client outcomes April 7, 2023
    • client relationships
    • habits
    • investing strategies
  • Two people checking calculations together at home

    Tips to Help Clients Build Financial Security

    Financial security can mean different things to different clients, and the current financial climate could be a good opportunity for starting a conversation.

    Client outcomes March 7, 2023
    • client relationships
    • investing strategies
  • A team at work

    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 income
    • taxes
  • Women having a discussion

    Women investors’ economic concerns: How financial professionals can help

    Nationwide’s eighth annual Advisor Authority survey, powered by the Nationwide Retirement Institute, provided plenty of insight into the current concerns of women investors.

    Client outcomes March 6, 2023
    • client relationships
    • retirement planning
    • women in retirement
  • Two professionals having a discussion.

    Help clients prepare for a pending recession

    Keep clients on track toward their financial goals, especially in times of recession or market upheaval.

    Capital Market Impact March 1, 2023
    • investing strategies
    • market commentary
    • recession
  • Girl working on laptop from home or student studying from home or freelancer. Or she is watching a video or using the Internet

    15 tips on working from home: find your balance

    It is important to find what works well for you as we establish more permanent work from home habits.

    Practice Management February 9, 2023
    • COVID-19
    • habits
    • technology
    • work from home
  • Joyful black family having fun together, relaxing on sofa at home.

    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 relationships
    • practice management
  • Person fills their car with gas.

    How Has the Pandemic Impacted Inflation

    Inflation fears have cropped up again as the costs of many goods and services have spiked this year.

    Economic Commentary January 24, 2023
    • COVID-19
    • economic growth
    • habits
    • pandemic
  • A senior man cuddles his cat outside.

    Helping Clients Understand Assisted Living vs. Nursing Home Care

    While the majority of individuals will receive care at home in retirement – at least for a while – at some point a decision to move on to facility care may become necessary. One common concern is, what is the difference between assisted living vs. nursing home care?

    Beyond Investing December 20, 2022
    • assisted living
    • client relationships
    • Long-term care
    • nursing home

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  • Practice Management
    • Practice Management
    • Business Growth
    • Professional Development
    Team members at work.

    Tradition meets innovation: annuity products and technology

    Unconscious bias: Acknowledging, owning, and overcoming our biases

    FARE helps Black financial professionals thrive

  • Markets and Economy
    • Markets and Economy
    • Capital Market Impact
    • Economic Commentary
    • Daily Economic Commentary
    A client chatting with a professional.

    Break-even math: How much gain is needed to recover from a loss fully?

    A professional checking their mobile device.

    Strong Q3 but higher interest rates may finally begin to bite

    A professional working on a laptop.

    Higher-for-longer rates: Weekly Economic Review & Outlook

  • Client outcomes
    • Client outcomes
    • Retirement Income Planning
    Two women in a meeting.

    How to use in-plan protected income solutions to improve retirement confidence

    A happy couple having a meeting.

    How to help clients maximize Medicare and Social Security benefits

    A person gardening happily.

    How to discuss 5 common myths about annuities with your clients

  • About the blog
    • Our Contributors
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This material is not a recommendation to buy, sell, hold, or rollover any asset, adopt an investment strategy, retain a specific investment manager or use a particular account type. It does not take into account the specific investment objectives, tax and financial condition or particular needs of any specific person. Investors should work with their financial professional to discuss their specific situation.

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