Retirement accounts are designed to help make the transition between working and retiring easier. They provide a steady stream of income for retirees who are suddenly without take-home pay for the first time in their lives. These accounts require extra planning and consideration since, Continue reading
Newsletter Category: Advisor Focused Newsletter
Want to Connect with Your Clients? Make It Simple
Estate planning is a complex, nuanced process. Properly done, it requires a specialized team of experts in investment, tax, and legal strategy. At its center, however, is the client and their particular needs, hopes, and goals. It’s vital that over the course of working together, Continue reading
Don’t Allow New Accounts to Catch Clients Unaware
As a financial advisor, what could be more important than the financial health of your clients? As you know, a comprehensive trust-centered estate plan allows your clients to provide for loved ones, affording them immense peace of mind. But, estate planning is not a one-time event Continue reading
Planning for Individuals and Couples Without Children
How to Tailor the Conversation to Their Goals
Financial advisors often have a clear path to starting the estate planning discussion when their clients have children, as many estate planning discussions center around clients’ objectives for passing their wealth, properties, and legacy Continue reading
5 Hidden Client Risks That Demand Your Immediate Attention
How to Steer Your Clients in the Right Direction
Estate planning provides your clients with a wealth of opportunities to strategically grow their net worth while also planning for their families’ future comfort and security. Opportunity brings risk, but also the potential reward of Continue reading
What the 2018 Midterm Election Results Mean for Estate Planning and Deepening Client Engagement
Estate planning is an ongoing process, not a one-time transaction. While your core objective is to help your clients remain financially sound in the face of whatever comes their way, our core objective is to ensure a client’s estate plan works when it needs to.
Planning in a Fluctuating Continue reading
Three Charitable Giving Solutions to Consider for Year End
Strategies Your Clients Can Use Right Now
It may seem too early to talk about year-end planning. But the 2017 Tax Cuts and Jobs Act set many changes in motion for charitable giving. Whether a clients’ charitable giving stems from a concern for those who are less fortunate, the desire Continue reading
Preparing Your Clients for the Rising Costs of Education
5 Strategies to Help Pay for a Child’s Academic Future
Higher education costs are just that – higher. The steady increase in educational expenses means your clients have much steeper bills for their children’s college tuitions than they had for their own. To illustrate how stark this Continue reading
Taking Full Advantage of the 2017 Tax Cuts and Jobs Act
Key Points to Discuss With Your Clients
Like all things, tax laws are constantly changing. An important part of serving your clients is responding quickly and strategically to new developments in the tax law landscape. But at the same time, a knee-jerk reaction is rarely the best Continue reading
Which Asset Protection Strategies Are Right for Your Clients?
How You Can Keep Claims From Threatening Their Property
Most of us do not expect to be sued. However, lawsuits are filed every day the courthouses are open. If your clients’ estate plans don’t include adequate asset protection, they could end up losing a substantial amount of their Continue reading