Search results

• 

  Health care costs resume their rise after a COVID-related pause

  COVID-19 brought a reprieve on the amounts spent on health care. But it’s worth taking the time to examine what brought that slowdown and why it’s only temporary.

  Client outcomes August 8, 2022

  • habits
  • health care
  • inflation
  • Long-term care
• 

  Clients rethink Social Security plans amid uncertain environment

  View insights from our 2022 Social Security survey and resources to help build your client relationships.

  Client outcomes July 20, 2022

  • client relationships
  • practice management
  • retirement planning
  • Social Security
• 

  Common Social Security questions and misconceptions answered

  Here are some common questions and misconceptions every financial professional should be prepared to address.

  Client outcomes June 27, 2022

  • retirement planning
  • Social Security
• 

  An economic downturn could be costly for farming clients who don’t have a risk management strategy

  Help your farming and agricultural clients be prepared for any potential economic downturn or situation.

  Client outcomes June 3, 2022

  • farmers
  • land as your legacy
  • retirement planning
• 

  Consumers take differing views on inflation

  Understand the impact that inflation can have on your clients’ financial plans.

  Economic Commentary March 11, 2022

  • consumer spending
• 

  RMD tables to change in 2022 – less will have to be taken by owners and beneficiaries

  RMD tables will change in 2022. The current tables will still be used to calculate 2021 required minimum distributions (RMD).

  Client outcomes November 12, 2021

  • retirement planning
  • RMD
  • taxes
• 

  The latest market concerns for investors

  Equity markets recovered last week, as a temporary debt ceiling deal removed the disaster scenario of a U.S. default out of investors’ minds.

  Capital Market Impact October 11, 2021

  • economic growth
  • inflation
  • interest rates
  • market commentary
• 

  Connecting health and wealth for a better financial future

  Positive lifestyle choices have a financial benefit by helping to manage future health care costs.

  Client outcomes October 6, 2021

  • client relationships
  • health care
• 

  Predicting rates remains difficult

  Mixed signals from the bond and equity markets make the quest for yield more challenging.

  Capital Market Impact September 8, 2021

  • investing strategies
• 

  Striving for excellence: The importance of commitment

  Nationwide Financial has a strong commitment to excellence in everything we do.

  Practice Management July 30, 2021

  • practice management
  • professional development
  • webinar