Wealth Planning & Investing
Wealth Planning & Investing10 Year-End Financial Planning Topics to Discuss with Clients
The fourth quarter signals it’s time to get a jump on year-end financial planning discussions. This checklist touches on the major issues to help make your conversations with clients as productive as possible and reinforce the value you deliver.
10.13.21Estimated Reading Time: 7 Minutes
Wealth Planning & InvestingHow 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.
09.08.21Estimated Reading Time: 7 Minutes
Wealth Planning & InvestingFor 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.
08.25.21Estimated Reading Time: 7 Minutes
Wealth Planning & InvestingWorking 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.
08.11.21Estimated Reading Time: 6 Minutes
Wealth Planning & InvestingYour Special Needs Planning Toolkit: ABLE Accounts
When putting together your special needs planning toolkit, be sure to consider ABLE accounts.
07.26.21Estimated Reading Time: 8 Minutes
Wealth Planning & InvestingShould 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.
07.09.21Estimated Reading Time: 6 Minutes
