Meeting Clients’ Risk Management Needs During the Peak Debt Years

Posted by Ethan Young

January 28, 2015 at 1:30 PM

When it comes to planning for retirement and other goals, advisors often hear about taking advantage of a client's "peak earning years." Rarely, however, do you hear about the "peak debt years," which typically arrive in a client's 30s.

At this stage of life, debt combined with dependents creates significant and often unmet risk management needs.The 32-year-old with two kids, a mortgage, student loans, and 529 and 401(k) plans to fund faces a host of obligations contingent on his or her ability to earn an income.

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Topics: Risk Management

Why You Can't Afford to Ignore the Insurance Conversation

Posted by Susan Kobara, CLTC

January 27, 2015 at 10:00 AM

Most advisors have discussions with their clients every day about the state of the markets, their portfolios, or their retirement plans. These usually positive interactions serve to reinforce your value as your clients' trusted financial professional.

But when was the last time you had a positive, satisfying insurance conversation? For that matter, when was the last time you had any conversation about risk management?

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Topics: Risk Management

Strategies for Minimizing Clients' Tax Exposure All Year Long

Posted by Rose Watson, JD, MSEL

January 21, 2015 at 1:30 PM

Although your financial planning clients tend to focus on tax strategies as the year comes to a close, you know tax planning should be a yearlong process. The New Year is a good time for financial advisors to review the prior year's tax results and consider new strategies for minimizing clients' tax exposure.

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Topics: Financial Planning

3 Best Practices to Build Stronger Relationships with Tax Advisors

Posted by Rose Watson, JD, MSEL

January 20, 2015 at 10:00 AM

High-net-worth clients often have a team of professionals they consult with to further their financial goals, among them attorneys and tax advisors. As we head into tax season, you may find yourself looking to build stronger relationships with tax advisors so you can provide your client base with a more comprehensive financial planning experience.

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Topics: Financial Planning

Can You Work Full-Time from a Tablet? With Surface Pro 3, You Can

Posted by Greg Carlson

January 16, 2015 at 9:30 AM

The thought of running an entire financial advisory practice from a tablet may raise a few eyebrows. I’ve certainly been skeptical of the idea in the past. But with Microsoft’s newest release of the Surface Pro 3, I think the ability to work full-time from a tablet is now a reality.

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Topics: Technology

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