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.
When helping clients prepare for retirement, are you discussing potential healthcare costs with them? Historically, retirement planning has been less concerned with this figure and more concerned with market performance and inflation as assumptions in a plan. While recent research by Fidelity has shown that Americans are becoming increasingly concerned with potential healthcare costs, they…
Given the multi-trillion dollar wealth transfer from Boomers to Millennials on the horizon, it’s time to start making some changes to appeal to the way the younger generation prefers to do business.