Search results

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  Single women investors seek to control their retirement preparedness

  As more women reach retirement age, the focus of financial planning turns to retirement preparedness in an uncertain economic climate.

  Client outcomes March 12, 2024

  • client relationships
  • retirement planning
  • women in retirement
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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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  Maximize retirement savings by utilizing Net Unrealized Appreciation (NUA)

  Read these key considerations for implementing NUA strategies in you clients’ retirement plans

  Client outcomes August 23, 2024
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  Helping farmers without heirs transition to retirement

  Get professional insights and practical steps to guide your farmer clients through succession planning without heirs.

  Client outcomes August 16, 2024

  • incoming planning
  • retirement planning
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  Why professional guidance is so important when clients buy annuities

  The majority of annuity owners (68%) bought their annuity through a financial professional

  Client outcomes August 14, 2024

  • annuities
  • client relationships
  • income planning
  • retirement planning
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  10 Social Security insights your clients should know

  Debunk common myths about Social Security to empower clients with accurate information for better retirement planning and financial decisions.

  Client outcomes July 31, 2024

  • client relationships
  • investing strategies
  • retirement planning
  • Social Security
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  2024 Midyear Outlook: Solid growth prompts cautious optimism

  Stocks were strong but quiet in the first half of 2024 as economic activity remained more resilient than most believed.

  Capital Market Impact July 3, 2024

  • economic growth
  • interest rates
  • market commentary
  • stock market
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  Help business owner clients find success ahead of retirement

  Discover how financial professionals can guide business owners through retirement planning, succession planning, and managing economic challenges with Nationwide's solutions.

  Client outcomes June 21, 2024

  • business owners
  • client relationships
  • retirement planning
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  6 ways to have better LTC conversations with clients

  Help get clients over common hurdles towards a long-term care plan that’s right for them.

  Client outcomes June 20, 2024

  • consumer spending
  • income planning
  • Long-term care
  • retirement planning
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  Mind the gap between consumer sentiment and the overall economy

  Consumers are in a dour mood, even as spending reports remain strong. What's behind this divide?

  Capital Market Impact June 5, 2024