Is Gender Lens Investing a Good Opportunity for Female Clients?
Gender lens investing, a subset of impact investing, involves actively investing in businesses that benefit women.
5 Facts About Female Clients
Here are five facts that can help advisors better serve their female clients.
When are Taxes Paid on Social Security Benefits?
Unfortunately, there’s no real way for clients to avoid taxation of their Social Security income – but helping them to delay their claims can help minimize their overall tax hit.
Understanding Social Security Benefits for Children
It can be complicated to know when a child qualifies for Social Security; a seasoned advisor can help walk a client through it.
How & When to Withdraw a Social Security Claim
Recipients can “unclaim” their benefits – withdraw their application for Social Security, in other words, and stop receiving benefits.
How Do Government Pensions Impact Social Security Spousal Benefits?
One of the more complicated provisions of Social Security relates to the impact of a government pension on the spousal, widow or widower benefit.
How Spousal or Divorced Spouse Social Security Benefits Work
While your clients are certainly familiar with Social Security, they may know very little about spousal Social Security benefits.
How Working During Retirement Impacts Social Security Benefits
Help your clients understand what they’ll need to know about returning to work during retirement, and what it might mean for their retirement income.
Top 5 tips for getting more referrals
A referral from a current client is akin to an automatic seal of approval.
Make yourself an authority
It will take a savvy online strategy to capture new leads, and that’s where an effective digital marketing campaign can work for you.