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

Why It Matters: It’s easy to let clients slip into bad habits, but each client visit is an opportunity to make sure everything is ... More

As a financial professional you probably recognize women can face unique challenges when preparing for retirement. Nonprofit ... More

According to survey results from the American Psychological Association, Americans are more stressed out now than they have been in the ... More

Why It Matters: Clients who get a substantial raise may want to reduce their taxable income. There are simple ways for them to do this, ... More

Why It Matters: Medicare premiums increase based on a recipient’s reported income. Financial strategies can be implemented to help ... More

Why It Matters: Some of your clients may be at risk for state-based inheritance or estate taxes. The federal estate tax threshold is ... More