Search results

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  What’s new in Washington: Secure Act 2.0, RMDs, taxes, and more

  A lot has happened in Washington in recent months affecting the future of people’s income taxation, retirement savings, and beneficiary planning.

  Client outcomes April 14, 2022

  • legislation
  • retirement classes
  • retirement income
  • taxes
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  Help business-owner clients improve employee benefits in an uncertain environment

  As a financial professional, now is a great time to be talking with business-owner clients about adding policies such as corporate-owned life insurance (COLI) into their financial plans.

  Business Growth December 5, 2023

  • business solutions
  • employee retention
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  Financial information online: The good, the bad, and the just wrong

  Financial professionals offer calm and clarity as clients seek financial guidance online.

  Client outcomes December 1, 2023

  • client relationships
  • income planning
  • retirement planning
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  Planning for lifetime income with annuities

  Depending on personal factors like age and risk tolerance, annuities may be a good solution for clients looking to retire with guaranteed income for the rest of their lives.

  Client outcomes November 29, 2023

  • retirement planning
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  Help clients keep financially focused during an election year

  Objective guidance and sound financial advice can help clients maintain a big-picture perspective for their financial plan.

  Client outcomes October 30, 2023

  • client relationships
  • market commentary
  • other
  • retirement planning
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  Helping clients understand the financial benefits of marriage

  Marriage can offer significant financial benefits such as pooled resources for retirement, access to spousal Social Security benefits, insurance coverage and discounts, and potential tax advantages.

  Client outcomes October 26, 2023

  • client relationships
  • marriage
  • retirement income
  • retirement planning
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  Why retirees still need to plan for healthcare costs

  Helping your clients plan ahead for healthcare costs remains a crucial part of the retirement planning process.

  Client outcomes October 17, 2023

  • health care costs
  • Long-term care
  • wealth transfer
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  How to help clients maximize Medicare and Social Security benefits

  Where Medicare and Social Security meet; how to help clients maximize benefits and minimize costs

  Client outcomes September 14, 2023

  • health care
  • retirement planning
  • Social Security
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  Stocks offer another lesson in long-term investing

  Investors who exited stocks during last year’s bear market may have missed some ongoing rallies.

  Capital Market Impact June 21, 2023

  • investing strategies
  • market commentary
  • stock market
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  Economic uncertainty has those closest to retirement delaying their plans

  After decades of saving and planning, many pre-retirees (non-retired investors aged 55-65) are reconsidering their retirement plans.

  Client outcomes June 20, 2023

  • client relationships
  • inflation
  • retirement planning