FARE helps Black financial professionals thrive The Financial Alliance for Racial Equity is driving change by supporting career paths for Black students and financial professionals. Business Growth February 14, 2023 client relationshipsFAREpractice management
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
How financial advisors should approach succession planning Succession planning is much more than just the act of selling your practice; there are many items to consider when planning the successful transition of your firm, like finding the right successor, client/relationship communications, receiving the proper value, and reducing taxes on the sale of your firm. Business Growth November 29, 2022 practice management
Having a long-term care (LTC) conversation at your holiday gathering The holidays are on the horizon, and for some families, it is a rare opportunity to be gathered together in one location. With the right strategy and some thoughtful planning, a holiday can be the perfect time to discuss LTC and elder care planning. Beyond Investing November 15, 2022 health & longevity planningLong-term carepractice management
Hispanic business owners seeking risk management advice present opportunity for advisors and financial professionals Hispanic Heritage Month a great time to engage fast growing business segment. Business Growth September 30, 2022 business ownersclient relationshipsmarket commentary
Using social media to drive business results for your practice Utilizing social selling is an excellent way to engage with old clients and build relationships with new clients. With many businesses moving online during the COVID-19 pandemic, the progression towards building and cultivating relationships online has quickened. You can take advantage of this shift by building your own online brand and utilizing social selling. Practice Management September 26, 2022 client relationshipspractice managementsocial sellingtechnology
Millennial investors learn from the past to feel confident about the future Millennials have come of age with a feeling of confidence and a sense of optimism about the financial future. Business Growth May 13, 2022 client relationshipspractice managementretirement planning
Planning for health care costs at every stage of retirement planning Help your clients understand the potential costs associated with health care in retirement and be prepared for whatever comes their way. Client outcomes April 15, 2022 client relationshipshealth careLong-term careretirement planning
