Looking to position your firm for growth? Then focusing on financial planning for millennial women is a path you may want to explore.
Posted by Anna Hays, JD, LLM
November 4, 2020 at 11:00 AM
Looking to position your firm for growth? Then focusing on financial planning for millennial women is a path you may want to explore.
Topics: Financial Planning
Posted by Anna Hays, JD, LLM
October 7, 2020 at 11:00 AM
Although 2020 has been a year of unexpected changes, one routine remains consistent: the fourth quarter means it’s time to help clients plan their finances for the new year. With new tax and retirement considerations related to the COVID-19 pandemic this year, it’s not too early to get going on those planning conversations with clients—this way, they won’t find themselves scrambling during the holiday season, and you’ll have the opportunity to reinforce the value you deliver.
Topics: Financial Planning
Posted by Anna Hays, JD, LLM
September 16, 2020 at 11:00 AM
Families with special needs children or adults must contend with a significant challenge: how to provide their loved ones with the resources to maintain quality of life for the long term. Although there’s no simple solution, special needs trusts have numerous advantages that can help provide economic security for beneficiaries and reassurance for families.
Topics: Financial Planning, Estate Planning
Posted by Anna Hays, JD, LLM
February 25, 2020 at 10:00 AM
Health care is a big line item in the budget for most advisors’ clients, particularly those who are seniors (or closing in on that demographic). For this group, helping clients navigate their Medicare options has always been a major planning concern. Now, with expanded Medicare Advantage benefits in effect, you and your clients have additional information to evaluate, including a new open enrollment period.
Topics: Retirement Income Planning
Posted by Anna Hays, JD, LLM
August 13, 2019 at 10:00 AM
Increased life expectancies and an aging population have presented unique challenges in planning for the sandwich generation, a group of people trying to balance raising young children, providing care to parents, and managing their own lives. As a trusted advisor, you may be the first resource these individuals ask for help with the legal, health care, and financial concerns surrounding their role as both caregivers and consumers. Here’s what you should know.
Topics: Financial Planning
This material is for educational purposes only and is not intended to provide specific advice.
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