The CFP Board’s new Code of Ethics and Standards of Conduct went into effect on October 1, 2019. This comprehensive update to the Practice Standards, the most recent to address the delivery of financial planning services since 2007, focuses on ethical responsibilities in developing, presenting, and implementing recommendations. CFP® professionals and advisory firms must understand…
For clients affected by the higher exemption amount, eMoney can help show how the increased estate tax exemption has affected their estates by modeling complex comprehensive estate plans.
With cash flow planning, clients can better determine where their money went and where it will go to help fund their life goals. Cash flow planning can be used at any life stage: early accumulators, mid-career accumulators, pre-retirees, and retirees.
You’ve put it off long enough. Time to get that “Check Engine” light examined by the mechanic. You’ve gotten a flat tire here and there, and that knocking noise in the engine comes and goes. But surely your car is fine and will run smoothly for years to come.
Current events provide advisors with opportunities to differentiate themselves from their peers. By being proactive and addressing current events, advisors can give clients peace of mind that their wealth is being managed properly. Recently, the U.S. House of Representatives passed the SECURE Act (Setting Every Community Up for Retirement Enhancement), giving advisors a unique opportunity…
Americans are facing retirement in ever-increasing numbers and looking for sources of guaranteed income post-retirement. As they realize the increased demand for annuities, many advisors discover their technology and tools don’t support these important retirement products.
Consumers are more aware than ever of their life plans and goals. Are you offering your clients the comprehensive financial planning they need?
While this tax season may be over, you can still work to reduce your client’s tax burden for next year.