Posted Dec. 29, 2017
When Powers of Attorney Aren’t Enough (Social Security)
When Powers of Attorney Aren’t Enough (Social Security)

Why It Matters: Rules over powers of attorney and health care directives can vary by state. Clients handling a loved one’s Social ... More

1330
Posted Friday
Helping Clients Understand Their Duties as an Executor
Helping Clients Understand Their Duties as an Executor

Why It Matters: When a client is named as an executor, they may have anxiety about what it means. Understanding the duties required to ... More

119
Posted May 11, 2018
Stanford Study Shows How to Draw down Savings Safely
Stanford Study Shows How to Draw down Savings Safely

Why It Matters: Most clients do not have the benefit of a steady pension in retirement. The jigsaw puzzle of retirement pieces requires ... More

711
Posted May 11, 2018
A FINANCIAL CHECKLIST FOR NEWLYWEDS
A FINANCIAL CHECKLIST FOR NEWLYWEDS

Why It Matters: Once your client’s wedding is over, will they be ready to join together in financial matrimony? Help them get their ... More

379
Posted April 6, 2018
5 Ways to Open a Conversation on Advance Directives
5 Ways to Open a Conversation on Advance Directives

It’s been a few years since we started working with the Massachusetts Institute of Technology AgeLab on financial strategies for ... More

508
Posted March 23, 2018
Ushering in a New Era of Wealth + Health
Ushering in a New Era of Wealth + Health

Why It Matters: Clients in your book of business may live longer than you expect. The number of Americans living to 100 jumped 45% from ... More

493
Posted March 16, 2018
What Clients May Forget at Tax Time
What Clients May Forget at Tax Time

Why It Matters: It’s easy for clients to miss a recent change in the tax laws or forget to make a tax-advantaged contribution. Clients ... More

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