Wealth Planning & Investing
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.
How to Deal with the End of the Stretch IRA
The SECURE Act spelled the end of the stretch IRA. Now what? Learn 7 strategies for helping clients navigate this change.
Why It’s Time to Take a Look at Gender Lens Investing
Could taking a closer look at gender lens investing reveal that investing in women is simply smart economics?
Help Clients Stay on Track with This 10-Point Year-End Financial Planning Checklist
It's not too early to start year-end planning conversations with clients. Use this checklist as a guide to help make your discussions more productive.
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.
