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  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 relationships
  • income planning
  • retirement planning
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  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
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  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
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  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
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  Buying LTC Insurance can be similar to buying a car

  There are many factors you look at when buying a car that go beyond style, color and comfort. You are looking at price vs. value, mileage, extra options, holding value, and expected length of use. In addition, the purpose of the vehicle matters. Perhaps a reliable car is all you need, but if you need a workhorse of a vehicle, you might choose an SUV or truck. All of these same factors go into making a decision about which LTC policy may work best for you.

  Client outcomes February 23, 2023

  • income planning
  • Long-term care
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  A Rising Tax Environment? What to Watch For.

  An updated look at the tax landscape this year and beyond.

  Beyond Investing December 30, 2022

  • economic growth
  • interest rates
  • taxes
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  Be a source of strength for clients in times of uncertainty

  Objective guidance from a financial professional can help anxious clients keep a long-term perspective.

  Client outcomes December 6, 2022

  • client relationships
  • practice management
  • retirement planning
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  Helping veterans and military with financial planning

  There are many financial benefits available to veterans from the U.S. Department of Veterans Affairs (VA).

  Beyond Investing November 10, 2022

  • client relationships
  • military
  • practice management
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  Helping your clients navigate the midterm election

  The midterm election can be a stressful time for your clients because changes of power in Washington can affect their perception of the market.

  Beyond Investing October 27, 2022

  • client relationships
  • investing strategies
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  Consumers’ interest in life insurance continues to rise

  Help protect your loved ones with life insurance.

  Client outcomes October 13, 2022

  • life insurance
  • retirement income