Posted Jan. 5, 2017
The New Tax Numbers You Need to Know for 2018
The New Tax Numbers You Need to Know for 2018

Resolved for the new year: Work smarter, not harder. To help you keep track of what has changed and what hasn’t with the ... More

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Posted Feb. 2, 2018
8 Financial Tools to Give Clients in 2018
8 Financial Tools to Give Clients in 2018

Why It Matters: You can bring attention to missed savings opportunities and valuable methods for tackling financial challenges. Your ... More

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Posted Jan. 1, 2018
Married Clients? Here’s What They Need to Know About Social Security
Married Clients? Here’s What They Need to Know About Social Security

Your clients will likely go through a lot of life events. And many will consult with you for guidance along the way. When it comes to ... More

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Posted Nov. 24, 2017
Many Residences, but One Domicile (What About Taxes?)
Many Residences, but One Domicile (What About Taxes?)

Why it matters: Clients considering a move to a new state in retirement may want to consider all the costs and taxes first. It’s not as ... More

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Posted Oct. 27, 2017
Retirement spending plans: 10 things your clients should know
Retirement spending plans: 10 things your clients should know

Why It Matters: You have guided your clients well on their retirement journey, but your job isn’t done yet. Help them create a spending ... More

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Posted Oct. 20, 2017
How to Save Money on a Mortgage: 3 Ideas to Share
How to Save Money on a Mortgage: 3 Ideas to Share

As you know, a client’s mortgage is a considerable expense. Sharing insights on ways they can save money on their mortgage isn’t just ... More

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Posted Oct. 16, 2017
Benefits to Climb 2% For Social Security
Benefits to Climb 2% For Social Security

For the first time since 2012, seniors will see a 2% cost-of-living adjustment (COLA) to their Social Security checks, about $27 a ... More

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