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Five Pieces of Financial Wisdom from the Presidents

Feb 17, 2020

Once a year on Presidents Day, we all pause to remember those who have served our country in the highest office in the land and reflect on their legacies of sacrifice, service, and honor.

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Five Ways Talking Finance Could Make Your Valentine’s Day More Meaningful

Feb 14, 2020

Valentine’s Day is about romance: from candlelit dinners in fine restaurants to curling up on the couch with chocolates, a bottle of wine, and a good movie. The holiday is about making others in your life feel loved, and feeling their care for you in return.

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The Stretch IRA is Largely Gone. Here are 5 Alternatives to Consider.

Feb 08, 2020

With the passage of the SECURE Act this year, making sure your loved ones will be able to benefit from your lifetime of saving is getting complicated.

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The Retirement Risk Zone, Revisited

Feb 04, 2020

As a financial advisor, you’re likely well-versed in the virtues of preparing for retirement.

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A New Way to Repay College Loans

Jan 30, 2020

Until recently, college students and their families trying to pay student loans through special 529 savings plans could have faced heavy taxes or big penalties for withdrawing money from their accounts.

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The SECURE Act is the Law, but What’s the Rush?

Jan 30, 2020

Now that the SECURE Act is the law of the land, it brings with it a host of changes to the financial landscape, from student loan repayment to 401(k) accounts, IRAs, and other subjects.

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‘The New Rule of Thumb is $3 Million’: Retirement Planners Have Some Sobering Advice About How Much You’ll Need to Save

Jan 26, 2020

When trying to save up for retirement, you or your clients probably have a goal in mind. But if you think you know what that saving target should be, you might need to think again.

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Behavioral Finance: Six Preconceptions Your Clients Need to Let Go Of

Jan 23, 2020

As a financial advisor in charge of giving sound advice to people about how to manage their money and resources, it can be frustrating to see clients making poor decisions--especially when you know those decisions are based on less than accurate information.

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SECURE Act Allows 529 Plans to Repay (Some) Student Loan Debt

Jan 20, 2020

While many effects of the SECURE Act, including elimination of stretch IRAs and allowing more part-time workers to start saving for retirement, have been widely publicized and examined, what’s a bit more murky is whether it could potentially help college students with their loan debt.

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Three Steps to Building Better Relationships With Your Clients

Jan 16, 2020

In any line of work, the foundation of a business model that succeeds, grows, and generates profit starts and ends with one word: trust. When you go to the grocery store, you trust the food products you buy have been carefully handled and are safe to consume.

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