Prospecting for Digital Leads: Which Tools Really Work?
It’s perhaps the hottest of topics among advisors, but one they really don’t enjoy: how do we generate leads? Working the internet...
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The SECURE Act: Avoiding Long Term Tax Traps
Many Americans have begun adjusting to changes brought on by the sweeping tax overhaul enacted in 2017. Alterations introduced by...
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The SECURE Act: What Wealthy Clients Need To Know
Voted into law this past December, The Setting Every Community Up for Retirement Enhancement Act of 2019 (the SECURE Act) contains...
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Charting the Final Lap: Steps to Take in the Last Years Before Retirement
Paul Anka must have been channeling his inner financial analyst when he wrote the lyric to the iconic song My Way. For people...
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Opportunity Zone Funds: A Way to Keep That Capital Gains Windfall
It’s the stuff of dreams – and for some of your clients, it’s a waking reverie. Major capital gains via selling inflated shares, a...
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It’s Alive! Fresh Ways to Bring Your Marketing to Life
The new year is roaring along and those New Year’s resolutions to improve your marketing campaign should be well underway. If...
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Fresh Wealth Management Strategies for the New Decade
Forward-thinking investment advisors are already formulating creative strategies for the 2020s. Change is the name of our game, and...
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Thanks to SECURE Act, Two IRA Changes for Right Now
Signed into law in late 2019, The SECURE Act is the most comprehensive retirement-centric piece of legislation the country has seen...
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The Virtual Family Office: Attractive to Clients of All Stripes
The family office has long been the preferred realm for high-quality investment advice. These privately held companies, serving a...
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Living Under the SECURE Act: Leaving Retirement Accounts Without Stinging Your Heirs
The Setting Every Community Up for Retirement Enhancement Act – perhaps, like us, you flinch at this govspeak, but you’re likely...
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Clearing the Bar with Wealthy Clients
Wealthy people need financial advice – the finest they can locate. The queue to gain their lucrative business will be long, so how...
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Disability: Don’t Fail to Plan For It
It’s a truism—no one likes to think about the possibility of their own disability or that of a loved one. Still, the data show that...
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The Lump-Sum Social Security Option: Good for Your Clients?
Clients consistently ask us when they should start taking their Social Security benefits. Our response is habitual and agrees with...
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Thanks to New Law, Expanded Use of 529 College Savings Accounts
Enacted in December 2019, The Secure Act, a federal law attached to broader spending legislation, now allows 529 plans to use funds...
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The SECURE Act is Live: Changes for Retirement Planners to Note
The SECURE Act has been generally welcomed by the retirement planning industry and its in-the-know clients. Most of the law’s...
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Taxes 2020 – A Host of Small Changes for Planner’s Consideration
Congress is having a hard time getting much done – not without a parcel of bickering, anyway. The good side of gridlock is found in...
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