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

1382
Posted June 15, 2018
Painting the Social Security Picture… By the Numbers
Painting the Social Security Picture… By the Numbers

Steven Sweeney CFP®, CLU®, ChFC®, RICP®, MBA Director Transamerica – Advanced Markets steven.sweeney@transamerica.com   ... More

544
Posted June 1, 2018
Bring Fido and Fluffy Into Clients’ Estate Planning
Bring Fido and Fluffy Into Clients’ Estate Planning

Pets can be like family members. So it’s natural for clients to want to make sure their best friends are properly cared for if ... More

399
Posted June 1, 2018
Estate Plan Refresh: When Clients Should Update
Estate Plan Refresh: When Clients Should Update

Why It Matters: Your client’s will is a living document, as long as they’re still living. Help your clients understand the importance ... More

303
Posted May 18, 2018
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

416
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

852
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

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