Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
For Wealthy Women, Tax and Estate Planning Is Weak Link
By Mela GarberA Biden administration may mean tax policy changes and should be a wake-up call to women to get their estate plans in order.
December 29, 2020
What's Hurting the Financial Security of Older Americans?Center for Retirement Research looks at why today's retirees are less financially resilient to shocks like a major health event or spouse's death.
December 29, 2020
12 Most Expensive U.S. Cities for Luxury Real EstateCities are ranked by the highest threshold needed for homes to be considered "luxury property," which also is the entry point for buyers.
December 28, 2020
21 Financial Goals for Clients in 2021A group of CPAs has some suggestions for investors to improve their financial lives.
December 28, 2020
3 Social Security Changes Coming in 2021Also, check out three strategies for clients who must take benefits before their full retirement age.
December 22, 2020
How Relief Package Impacts College Aid, Loan PaymentsAmong the many changes, it extends tax-free student loan payments by employers to employees and simplifies the FAFSA form.
December 22, 2020
Goldman Sachs Readies Digital Investment OfferingMarcus Invest will launch in the first quarter of 2021, after the firm wraps up its pilot program for employees.
December 21, 2020
What Will Advisors Give Clients This Holiday Season?Most financial advisors follow regulatory guidelines on gifts, a SmartAsset survey finds.