Making the Most of Married Clients’ Assets and Income Streams
Advisors can guide partners to strategically coordinate investments and distributions, leveraging the money each has made better than either could have done alone.
The Unique Retirement Challenges of Women
Advisors who understand women’s unique retirement needs will be better positioned to manage a portion of that growing wealth.
Planning for Women’s Retirement Health Care Costs
Whatever strategies and savings vehicles a client chooses to cover health care costs, planning early is always a safe bet.
Helping Women and Families Plan for Retirement While Caring for Aging Parents
Advisors can help women and their families cover the costs of parents who need care and preserve their own retirement plans with adequate planning.
How to Help Small-Business Owner Clients Make Informed Social Security Decisions
When working with self-employed clients, here are a few items advisors can keep in mind when helping clients plan for Social Security and retirement income.
Social Security Myths and Misconceptions
Given Social Security's complexities, several myths and misconceptions have become common – many of which lead retirees to make ill-advised filing decisions.
Coordinating Roth IRAs and Social Security for Maximum Retirement Income
The coordination of Roth distributions, conversions and Social Security collection present an opportunity for advisors to build their clientele and partner with other professionals.
How the Social Security COLA Really Affects Your Clients
Retirement is getting more complicated, and clients increasingly need specialized advice to hedge against longevity risk – providing an excellent opportunity for advisors.
The Role of Social Security in Your Clients’ Portfolios
How great a role should Social Security play in your clients’ retirement income plans?
Where Is Social Security Headed?
It is important to help your clients paint a realistic picture of Social Security’s reliability so they can make informed choices.