Posted Feb. 16, 2018
8 Reasons for Clients to Consider an IRA
8 Reasons for Clients to Consider an IRA

Why It Matters: An IRA makes more sense in a lot of cases than a 401(k). Clients should know all their retirement options. Switching ... 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. 3, 2018
A Fresh Start: 12 Financial Steps Clients Can Take Now
A Fresh Start: 12 Financial Steps Clients Can Take Now

Why It Matters: The start of a new year can be a good time to review your clients’ financial strategy. Even if your clients haven’t ... 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 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

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Posted Dec. 29, 2017
Job-Hopping Clients Could Really Use Your Help
Job-Hopping Clients Could Really Use Your Help

Why It Matters: Clients may benefit from consolidating multiple retirement accounts from former employers. Rolling 401(k) assets into ... More

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