For married couples, correctly answering the question, "When should we begin to take our Social Security benefits?" is critical in planning for retirement because it's not just one life to consider, but two. Let's face it ... nobody wants to leave Social Security dollars on the table. It's enough to truly make one's head spin! Learn how to help your clients reframe the Social Security claiming decision.
Illustrations or diagrams of a clients' wealth transfer plan can help provide clarity into dense estate documents to help with implementation. Learn how to create a glance into their estate and the way it flows together to build the legacy they envision.
You've landed a new job. Congrats! Keep in mind, though, that the financial implications extend further than just salary. Wealth Advisor Kurt Wunderlich raises some planning items to address when switching gigs.
Many see investing as the key to financial success, but it's budgeting that really unlocks the door. Wealth Advisor Bethany Ketron on how to balance your current expenses and future goals in just six steps.
Know a reluctant spender? Someone who sees it as part of a proud lifestyle, a badge of honor? Wealth Advisor Connie Brezik offers ways that even ardent savers can feel more secure about spending money in retirement.