Financial Advisors - Your Clients

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  1. 4 Ways Financial Plans Get Derailed

    A financial plan is useless if it never gets put to use. Here are four things to avoid when creating one with a client.
  2. How to Grow Your Business with Donation Strategies

    Advisors who offer clients expertise in how to charitably donate will likely build a stronger practice and capture more business. ...
  3. How to Advise Business Owners Looking to Retire

    Here are some things to be aware of when advising business owners looking to retire.
  4. How to Help Clients Navigate Medicare Enrollment

    Here's how to help clients navigate the maze of Medicare enrollment.
  5. Top Hacks for Prepping for Late-in-Life Healthcare

    Research shows that people are underestimating their healthcare costs in retirement. Here's how to prepare to deal with the ...
  6. 6 Tropical Places to Retire to on the Cheap

    Want to live out your golden years in a tropical paradise for the cost of a small U.S. apartment? Check out this list of ...
  7. How to Fool-Proof Your Retirement Plan

    Planning perfectly for retirement is incredibly difficult and complex. But eliminating these four big mistakes can help keep ...
  8. The Top 3 Social Security Myths Busted

    Like most complicated topics, Social Security is shrouded by a wealth of misinformation and myth-spreading. Here are three ...
  9. Ellevest: How This New Robo-Advisor Stacks Up

    Many investors have long anticipated the launch of Ellevest, a women-focused robo-advisor. Here are some specifics about ...
  10. Watch Out for These Medicare Mistakes

    Sorting through Medicare can be confusing. Here are some potential mistakes to avoid when choosing your plan.
  11. The Scary Truth About Medical Costs in Retirement

    Are you saving enough to cover your medical costs during retirement? Recent research says you're likely not. Here's what ...
  12. How to Help Clients Manage Retirement Withdrawals

    Here's how to create a well planned and executed withdrawal strategy to enhance the longevity of a client's retirement portfolio.
  13. Red State or Blue State: Where's Retirement Sweeter?

    Choosing whether to go red or blue when picking out your retirement destination is more than a matter of politics. Here's ...
  14. A Look At Obama's New Stance on Social Security

    President Obama has changed his stance on Social Security, effectively unifying the Democratic party on this issue.
  15. Helping Clients Balance Retirement Portfolio Risk

    Here's how to help clients balance risk in their retirement portfolios.
  16. Estate Planning: What to Learn from Celebrity Mistakes

    Prince's heirs could have benefitted from some more extensive estate planning. Here are some basics to cover with your clients ...
  17. How to Create a Retirement Investment Policy

    A retirement policy statement can be a good idea for clients. Here's how to create one.
  18. Unplanned Early Retirement? Helping Clients Deal

    Here are some planning steps to consider with your clients if they are faced with an unplanned early retirement.
  19. Why Coverdell ESAs May Trump 529 Plans

    Coverdell ESAs still trail 529 plans in popularity by a wide margin due to their low contribution limits. But these accounts ...
  20. How Long Will You Live? This Tool Will Tell You

    Longevity-calculating tools help advisors guide clients through their financial livelihood during their retirement years. ...
  21. Are Millennial Retirement Savers Doomed?

    A new McKinsey report spells a grim financial future for Millennials, who will have to work harder and save more than their ...
  22. The Next Frontier for Robo-Advisors? 529 Plans

    Here's how robo-advisors are infiltrating the 529 college savings plan market.
  23. How to Protect Your Parents from Financial Fraud

    How do you protect your parents from being victims of financial fraud before it happens? Here are some tips to help you minimize ...
  24. Investor Wants vs. Advisor Actions: Why is There a Gap?

    New research shows a disconnect between investor wants and what advisors are doling out. Here's what advisors should do to ...
  25. How to Use Client Tax Forms to Gain More Business

    Financial planners can learn a great deal about their clients by looking at their tax returns. Here's specifically where ...
  26. 4 Boomer Retirement Basics

    Here are 4 basics for Boomers who want to get a leg up on retirement.
  27. Avoid These 11 High-Net-Worth Money Mistakes

    With larger sums come more chances for bigger mistakes. Here is a list of 11 common high-net-worth retirement planning mistakes ...
  28. Top Alternatives to the File and Suspend Strategy

    Although the file and suspend strategy has ended there are a few other options that can still increase the amount of retirement ...
  29. Why It's So Important to Update Your Estate Plan

    As rules and exemptions tied to the estate tax change, so should your estate plan. Here's why updating it is so important.
  30. Ready to Retire? Ask Yourself These 3 Questions

    Can you afford to stop working and step into a comfortable, stress-free retirement? Here are three questions to ask to help ...
  31. These Robo-Advisors Aim to Serve Women

    Women's general lack of confidence in investing makes the female market a ripe one for tailored advisory services. Here's ...
  32. This Big Expense Can Ruin a Retirement

    One of the greatest joys of retirement is being able to relax, knowing that one of your biggest expenses — your mortgage ...
  33. Just How Little Have Americans Saved for Retirement?

    If you've saved less than $10,000 for retirement — or haven't saved at all — you're like the majority of Americans, according ...
  34. How to Deal With the Retirement Pinch

    Retirees find themselves in a difficult situation in today’s economy, faced with underperforming financial markets, sluggish ...
  35. Why Boomers Aren't Saving Enough for Retirement

    A new study shows Baby Boomers aren't saving enough for retirement. Here's what they can do to turn things around.
  36. How to Help Clients Navigate Survivor Benefits

    Here are some ways to help client couples do what they can to maximize any potential Social Security survivor benefits.
  37. Top Social Security Tips for Government Employees

    Government employees have special issues to consider when it comes to computing Social Security payouts. Here's how to navigate ...
  38. Retirees: Beware of These 6 IRS Red Flags

    Tax audits are stressful and can result in expensive fines. Here are six things to know about when it comes to sidestepping ...
  39. Should Retirees Still Have Mortgages?

    Identify the pros and cons of keeping a mortgage into retirement, and understand in which situations it is beneficial not ...
  40. Can You Save Too Much for Retirement?

    Planning how much you need for retirement is not an easy task—there are many variables to consider. Here's a little help ...
  41. How Annuities Can Boost Your Retirement Confidence

    If you are ready to be more confident about living comfortably in retirement, having a guaranteed lifetime income via an ...
  42. 7 Counterintuitive Retirement Strategies That Work

    We address seven investment misconceptions, and how you can make your retirement plan make sense.
  43. Married Gays Are Surprised to See Bigger Tax Bills

    Gay married couples can now file joint federal and state returns, but they should know how the marriage penalty in the tax ...
  44. Will Raising the Retirement Age Save Social Security?

    Social Security is the federal government’s biggest expenditure. Here's why raising the age of retirement may not be a bad ...
  45. Helping Clients Weigh College Financial Aid Offers

    Now's the time for reviewing financial aid offers, which can often be confusing. Here are a few tips to help clients make ...
  46. The Best Robo-Advisors for Beginner Investors

    There are a handful of robo-advisors that may be a good fit if you're just starting out. Here's a peek at one with no fees ...
  47. Here's the Best Way to Skirt Capital Gains Taxes

    Taxpayers who know the rules for netting gains/losses can generate additional losses to net against the taxable gains in ...
  48. These Investors Needs More Advisor Attention

    Women live longer than men and their post-retirement finances are in jeopardy. A new report by the National Institute for ...
  49. This Annuity Robo Wants to Transform the Market

    Annuities picked and sold without the intervention of an insurance agent? Here's a website that's trying to be the robo-advisor ...
  50. How Are Collectibles Taxed?

    If you plan to sell collectibles, it's imperative that you know the tax implications.
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