Wealth Planning & Investing
Your Special Needs Planning Toolkit: ABLE Accounts
When putting together your special needs planning toolkit, be sure to consider ABLE accounts.
Should Some Clients Self-Insure for Long-Term Care?
High-net-worth individuals may be able to self-insure for long-term care, but that doesn't mean they should. Follow these five steps to help your clients make the best decision for their situation.
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.
3 Rebalancing Strategies for Reducing Risk
The current environment presents an opportune time to discuss rebalancing strategies for reducing risk in your clients' portfolios.
Family Matters: LGBTQ+ Estate Planning
From parentage rules to beneficiary designations, learn what the U.S. Supreme Court decision in the case of Obergefell v. Hodges means for LGBTQ+ estate planning.
Talking to Clients About ESG Investing
Don’t wait for clients to ask you about ESG investing. Learn how to broach this topic—and why doing so may present a valuable business opportunity.
