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Using Better Communication to Combat COVID-19 Concerns

Jul 06, 2020

In the age of COVID-19, shaky markets and uncertain investments have led to anxiety across the spectrum of financial planning clients.

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Here’s an Easy, Low-Cost Way to Build a Retirement Plan Like the Pros

CNBC
Jul 05, 2020

How does a financial advisor begin to help aging clients plan for their retirement, especially in the midst of market upheaval? The solution may be simpler than it first appears.

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401(k) Trading Didn’t Hurt Returns for Participants in Q1: Report

InvestmentNews
Jun 30, 2020

Amid the market uncertainty of the COVID-19 pandemic, prevailing financial wisdom for those investing in their 401(k) accounts has been to stay the course and avoid trading. But has that approach really paid off since then?

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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