Wealth Planning & Investing
The Financial Advisor’s Guide to Medicare Planning
For clients approaching age 65, guidance on how to manage their future health care costs is essential. This review of common questions on Medicare addresses coverage options, eligibility, 2021 costs, and more.
Establishing Philanthropy as a Cornerstone of Your Practice
By helping clients realize their philanthropic goals, you can build deeper relationships with them, as well as with their families, friends, and network. You'll also have the chance to amplify your own spirit of generosity.
Benefit or Backfire: Navigating the Irrevocable Medicaid Trust
From family dynamics to tax implications, here’s what you and your clients should consider before implementing an irrevocable Medicaid trust.
Financial Planning for Millennial Women: A Checklist for Financial Advisors
Want to position your firm for growth? Financial planning for millennial women is a path worth exploring.
How to Talk to Your Clients About Student Loan Debt
Managing student loan debt is a major concern for many clients. Fortunately, there are effective programs that provide relief for borrowers.
Estate Planning with Intentionally Defective Grantor Trusts
Learn the ins and outs of intentionally defective grantor trusts, along with the advantages they offer for clients and their beneficiaries.
