Spread the Wealth When Working With Couples

If your primary relationship with a couple is through the husband, you are at risk of losing that account down the line. Here's how to avoid that costly misstep.

  • Help Grandparents Help Their Grandchildren

    What client doesn't want to give grandchildren a leg up? These two investment strategies will pay off for multiple generations.

  • Keep Your Clients on Track with Mid-year Reviews

    Americans are more confident with their asset allocation and investments when their advisor is regularly reviewing their portfolio with them.

  • Steer Your Clients Away from the Risky Money Illusion

    Push your clients to get real about their future retirement income. It may be what they need to act on your inflation-savvy advice.

  • Are Your Clients Perfectly Matched?

    401(k) plan participants are leaving $24 billion a year on the table by not qualifying for the maximum matching contributions.

  • Do Your Clients Need a Retirement Rewrite?

    Americans are concerned they will not be able to live comfortably in retirement. And more than half that we surveyed were specifically worried about outliving their savings. Here are some tips to start the retirement conversation.

  • Help Clients Navigate The Tricky College Parent Trap

    The payoff for obtaining a college degree is well established. What your clients need is a comprehensive college strategy that addresses picking the right school, and the right financing options. We've got just the plan.

  • Sharing 401(k) Advice With Your Friends and Family

    Advisors have a common occupational hazard: your nearest and dearest come to you for advice. Especially retirement planning advice, right? Here’s a cheat sheet for making sure friends and family are making the most of their 401(k).

Older May 18, 2015 To Jun 29, 2015

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