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
How to help clients start a travel fund We’ll discuss the ways you can help your clients financially plan for travel, like how to save for and book a cost-effective trip. Client outcomes March 18, 2023 client relationshipsconsumer spendinghabitsinvesting strategies
How to help clients manage their debt As a financial professional, one of the most important things you can do for your clients is to help them manage their debt. Client outcomes March 13, 2023 Debt managementhabits
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
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 relationshipsretirement planningwomen in retirement
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 strategiesmarket commentaryrecession
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 planningLong-term care
What happens if a client passes away without a legacy plan? One way to help clients understand the value of proper estate planning is to consider what can happen without a plan. Client outcomes January 31, 2023 client relationshipsestate planlegacy planning
A good time for a risk check-up After a difficult year in the markets, now is a good time to re-align your portfolio with your risk tolerance. Capital Market Impact January 25, 2023 habitsretirement planning
Rethinking life after retirement Market volatility leads to uncertainty for investors planning for retirement as many say they plan to continue working. Client outcomes January 25, 2023 client relationshipsretirement planning
