How Advisors Can Turn the Tide on Estate Planning

Estate planning is more than just having a will. Here is how advisors can help address the roadblocks in the planning process.

July 2017 |  Read Article

Four in 10 Say They Need $1 Million to Retire Happy

Financial advisors are on the hot spot with many clients who don’t have near $1 million in their retirement savings.

July 2017 |  Read Article

Prepare Your Clients to Retire Early With This Checklist

Many clients dream of an early retirement, but they may not have considered the harsh realities of leaving the workforce early. Here is how you can help them prepare.

July 2017 |  Read Article

The Top 3 Prospect Attractors

Prospects consider several characteristics when choosing an advisor, but some qualities particularly stand out.

June 2017 |  Read Article

IOVAs Present a New Take on Tax-Advantaged Investing

A new category of investment-only variable annuities has been designed specifically to maximize the power of tax deferral.

June 2017 |  Read Article

The Gender Pay Gap Leads to The Gender Retirement Gap

Because of their lower salaries, glass ceilings and time taken from work for caregiving, women, on average, start retirement retirement with less money than men have, but they need more money to fund retirement than men do.

May 2017 |  Read Article

Three Overlooked Questions That Can Affect a Financial Plan

Strengthen the advisor-client relationship by demonstrating the value of human analysis and a quality financial plan.

May 2017 |  Read Article

Women’s Longer Life Expectancy Comes at a Higher Health Cost

The preretirement savings required to cover women’s higher health care costs in retirement can be manageable, if tackled early enough.

April 2017 |  Read Article

Emotional Currency: How Clients’ Money Stories Guide Decisions

When you let your clients tell their personal history with money — and you really listen — you can work with them to ensure their story doesn’t become a horror story.

April 2017 |  Read Article

Elder Financial Abuse: Losing More Than Money

When older Americans experience financial loss and exploitation, the effect reaches beyond their own bank accounts.

March 2017 |  Read Article

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