Choosing the Right Financial Planning Software for Your Firm

Posted by Olivia Zaiya, JD

February 8, 2017 at 1:30 PM

There are many options out there when it comes to choosing the right financial planning software for your firm. Should you go with cash flow- or goal-based software? Linear or Monte Carlo calculations? Interactive or traditional reports? Plus, with such a high switching cost in play if you don’t choose correctly, you want to ensure that you find the software that best fits the needs of your practice and your clients the first time around.

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Topics: Financial Planning

Navigating the Net Unrealized Appreciation Tax Strategy

Posted by Heather Zack, JD

February 7, 2017 at 10:00 AM

As an advisor, part of your value proposition is educating your clients on financial planning strategies that they may be unfamiliar with but that could benefit their long-term financial picture. Occasionally, some of these strategies may also be foreign to you! One prime example is the net unrealized appreciation tax strategy (also known as NUA).

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Topics: Financial Planning

Financial Planning in Uncertain Times

Posted by Rose Watson, JD, MSEL

November 29, 2016 at 10:00 AM

As we watch political appointments unfold, some of your clients may wish to take more of a “wait and see” approach to their planning, as future tax legislation may seem uncertain. Although they may be reluctant to take action, however, the inability to predict future legislation should not curb your clients’ planning, and this is the opportune time to stress to them the importance of financial planning in uncertain times.

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Topics: Financial Planning

Becoming the Trusted Advisor

Posted by Patrick Noonan, CFP

November 16, 2016 at 1:30 PM

In our fast-paced, ever-changing industry, we know you are working hard. You're striving to keep up with new products, software, procedures, and a ceaseless flow of information, while at the same time overseeing the day-to-day operations of your practice. But there's one aspect that remains a timeless aspiration for many advisors: becoming the trusted advisor.

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Topics: Financial Planning

How to Talk About Philanthropy with Your Clients

Posted by Heather Zack, JD

October 12, 2016 at 1:30 PM

Aristotle once said, “To give away money is an easy matter and in any man's power. But to decide to whom to give it and how large and when, and for what purpose and how, is neither in every man's power nor an easy matter.” This sentiment may be especially true for many of your high-net-worth clients who would like to make a positive impact with their wealth. As their financial advisor, you have the potential to provide some much-needed guidance, especially if they’re willing to incorporate the philanthropic conversation into their financial planning discussions. But where do you start?

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Topics: Financial Planning

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