Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
IRS’ 7 Cybersecurity Tips to Keep Holidays From Ruining Tax Season
By Michael S. FischerNational Tax Security Awareness Week is a good time to have clients conduct a personal security audit.
November 27, 2017
12 Best Big Cities for Successful Aging: 2017Milken ranked 381 metropolitan areas; we focused on big cities here.
November 27, 2017
How DC Plan Participants Behaved in First Half of 2017: ICIOnly 1.6% of DC plan participants stopped contributing in the first half of the year.
November 27, 2017
Senate Could Vote on Tax Bill as Early as This ThursdayTrump signals he will be involved in final push; CBO hasn't scored bill yet; some Republican Senators are balking at impact on the nation's debt.
November 24, 2017
Need a College Scholarship? A Website Has 7 Million of ThemThe TFS Scholarships website is free, has no ads and connects to more than 7 million scholarships worth $41 billion.
November 24, 2017
More Americans Entering Retirement With Debt: NBEROne factor driving this rise in debt is the greater value of primary residence mortgages.
November 21, 2017
CFPB Fines Citibank for Misleading Student-Loan PracticesThe bureau ordered Citibank to end its illegal practices and pay $6.5 million in redress and fines.
November 21, 2017
10 Most Tax-Friendly States for Retirees: 2017You cant always judge a retirement place by its weather, although low taxes in some northern states may warm a retirees heart.