Wealth Planning & Investing
How to Play Defense Against Potential Tax Hikes: Estate Planning Strategies
With several tax proposals gaining traction on Capitol Hill, these savvy strategies could provide timely protection for clients’ estate plans—for 2021 and beyond.
For Next-Gen Clients, This Retirement Savings Strategy Is Catching FIRE
The FIRE (Financial Independence, Retire Early) movement has gained traction in recent years, but it’s not for everyone. Understanding the pros and cons of this aggressive strategy can help position you for discussions with your next-gen clients.
Working with High-Net-Worth Investors
With the wealth market expanding, it’s wise to be familiar with investment and planning tools geared for high-net-worth investors.
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.
