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Laying the Financial Groundwork for Healthcare Needs During a Pandemic

Jun 29, 2020

As the COVID-19 pandemic continues to spread anxiety among people across the country, many advisors and their clients are trying to plan for an uncertain future.

Education Planning How-To’s in a COVID World

The American Institute of CPAs Podcast

Jun 26, 2020

The COVID-19 pandemic has been rewriting the financial advisor’s standard playbook in numerous ways, including how to map out higher education planning with clients.

A Foolproof Way to Create Retirement Income for the Rest of Your Life

CNBC

Jun 26, 2020

For those at or nearing retirement age, the major focus of their financial planning is likely how to ensure they make it through their retirement years without having to worry about making ends meet.

5 Ways Dual-Designations Can Improve Your Career in Finance

Jun 23, 2020

Let’s cut to the chase: getting a designation can help you become a trusted and successful financial professional. But not all financial designation education programs are equal. You need best-in-class designations taught by an established leader in the field.

4 Steps Small Businesses Can Take to Lower Their 2020 Tax Bill

Barron's

Jun 23, 2020

While small businesses continue to be hard-hit by COVID-19’s economic impact and struggle to reopen amid the ongoing pandemic, taxes for this year are becoming a worry for many owners.

What to Do If You Lose Your 401(k) Employer Match

Bankrate

Jun 18, 2020

Many Americans have had to deal with losing jobs during the COVID-19 pandemic, but those who haven’t may have a different threat to deal with: reduced benefits from work, specifically their retirement savings.

How to Build Social Security’s Insecurity Into Your Retirement Plan

Forbes

Jun 16, 2020

With the COVID-19 economic downturn on everyone’s minds, many clients are concerned about funding their eventual retirements, including whether they can expect help from Social Security benefits.

The Physical Impossibility of Death in the Mind of Someone Living

Advisor Perspectives

Jun 15, 2020

No one wants to think about the end of their life, but for sound financial planning to take place, advisors have to know how to get their clients more comfortable with the idea of being prepared and putting their affairs in order.

How the Pandemic Will Affect Social Security Benefits

ThinkAdvisor

Jun 15, 2020

How secure are your clients’ Social Security benefits?

Congress Waived Required Minimum Distributions for 2020. Here’s What Retirees Need to Know

Money

Jun 12, 2020

As part of the CARES Act package of COVID-19 financial relief measures, many Americans at or near retirement no longer have to take required minimum distributions out of their 401(k) and other savings accounts if they don’t think it advantageous.