Search results

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  Personal, estate, and business tax planning strategies for 2022

  Regardless of uncertainty about tax law changes, there are many tried-and-true tax planning strategies that work in any environment.

  Client outcomes February 11, 2022

  • income planning
  • investing strategies
  • retirement planning
  • taxes
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  Look at alternatives to seek income goals

  With risks rising, a 60/40 portfolio may not be able to maintain its run of double-digit returns for much longer.

  Capital Market Impact November 30, 2021

  • investing strategies
  • market commentary
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  Legacy and estate planning checklist guide for financial professionals’ clients

  Here are three things for your clients to consider when making an estate and legacy plan.

  Client outcomes October 27, 2021

  • estate planning
  • health care
  • legacy essentials
  • Long-term care
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  How Medicare impacts a client’s retirement income

  Medicare can be a complex topic. We’re here to help you sort through your options in order to navigate the basics of coverage and enrollment.

  Client outcomes July 14, 2021

  • health care
  • Medicare
  • retirement planning
  • Social Security
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  Protecting surviving spouses from a drop in income

  Financial professionals bear a tremendous responsibility to surviving spouses

  Client outcomes May 4, 2021

  • investing strategies
  • retirement planning
  • Social Security
  • taxes
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  Women can close the financial planning gap with help from advisors

  The pandemic has impacted how women view their financial future.

  Client outcomes February 4, 2021

  • client relationships
  • retirement planning
  • women in retirement
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  How to discuss 5 common myths about annuities with your clients

  Annuity products are more client-friendly than in the past. In this blog, we’ll dispel some of the most common myths about annuities, and how you can talk to your clients about them.

  Client outcomes August 28, 2023

  • client relationships
  • retirement income
  • retirement planning
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  Social Security: Knowledge gaps and funding concerns open the door to deeper discussions

  After ten years of survey results, the importance of working with a trusted financial professional to make social security decisions is clearer than ever.

  Client outcomes August 22, 2023

  • retirement income
  • retirement planning
  • Social Security
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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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  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