Anna Hays, JD, LLM, Advanced Planning Consultant
Retirement Planning for Veterans and Military Clients
Former and current service members have some complex choices to make in order to manage and optimize their retirement benefits. Understanding the ins and outs of their plan options is key to helping guide them toward financial security in military retirement.
Your Special Needs Planning Toolkit: ABLE Accounts
When putting together your special needs planning toolkit, be sure to consider ABLE accounts.
Financial Guidance for Recent Widows
Women are living longer than men, yet many are unprepared to tackle the financial issues they suddenly face after a husband’s death. Advisors can help widows get their finances in focus by guiding them through some common planning challenges.
Guiding Women Through Financial Change After a Divorce
Women often take a harder financial hit after divorce and ending a marriage post-pandemic is even more likely to interrupt a woman’s financial path.
Helping Clients Cope with the Pandemic’s Impact on Women’s Finances
Women have been hard hit by COVID-19’s economic challenges. Addressing these priorities could help stem the damage and protect your women clients’ financial security.
Planning for Special Needs Trusts: 3 Key Questions
Special needs trusts have numerous advantages that can help provide economic security for beneficiaries. Learn how to navigate the planning challenges.