Putting Holistic Financial Planning into Practice

Posted by Heather Zack, JD, LLM, CAP

July 29, 2020 at 11:00 AM

The world of financial services is constantly evolving. The number of robo-advisors continues to grow, taking a larger share of the market with them. And then there’s the DIY approach to investing preferred by many millennials and Gen Z-ers. With both options costing less than a traditional advisor, how can you evolve while maintaining your competitive advantage? By putting holistic financial planning into practice. But what is holistic financial planning—and where do you begin?

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Topics: Financial Planning

Tax-Efficient Timing for Wealth Transfer Strategies

Posted by Keven DuComb, JD, MBA

July 22, 2020 at 11:00 AM

If you’re looking for tax-savvy wealth transfer strategies, the current economic environment could present some unique opportunities. You may already be familiar with the tax efficiency of the estate planning and gifting strategies I’ll discuss below, but they’re worth revisiting.

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Topics: Financial Planning, Estate Planning

What the CARES Act Means for Small Business Owners

Posted by Maureen Baxter, CLU, ChFC

April 8, 2020 at 11:00 AM

As small business owners, it’s likely that you and some of your clients have been adversely affected by the coronavirus crisis. Fortunately, help is on the way. On March 27, 2020, President Trump signed the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) into law. It includes several key provisions designed to help small businesses retain their employees and pay expenses during this difficult time.

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Topics: Financial Planning

What Your Clients Need to Know About Debt Management

Posted by David Haughton, JD

January 14, 2020 at 10:00 AM

Helping your clients use debt wisely goes hand in hand with budget planning. While many think the term debt carries a negative connotation, not all forms of debt should be viewed with disfavor. For some, debt is a necessary piece of their financial picture, and it can be used to help obtain an education, purchase a home, or establish a business.

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Topics: Financial Planning

How to Add Value with Strategic Charitable Planning

Posted by Heather Zack, JD, LLM, CAP

December 11, 2019 at 1:30 PM

The holiday season is a time for reflection, when many of your clients will be focusing on how best to execute their goals for charitable giving. And, of course, with December 31 close at hand, they’ll also be highly interested in reducing their tax liability. So, integrating strategic charitable planning into your end-of-year client meetings presents you with an enhanced opportunity to provide valuable guidance. Conversations about how your clients can support organizations they care about while minimizing taxes can give you greater insight into clients’ lives and help you forge deeper, longer-lasting relationships.

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Topics: Financial Planning

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