Learning Center

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.

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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.

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Why one of the best gifts you can leave your heirs is education about money in general and your financial affairs specifically.

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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.

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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.

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Got goals? Wealth Advisor Connie Brezik looks at a practical way to remove obstacles, solve problems, and find peace in 2020.

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Regardless of asset class or style focus, few active fund managers consistently outperformed their peers. Larry Swedroe surveys data from the latest SPIVA persistence scorecard.

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Larry Swedroe looks at a study that breaks down how investors apply key motivations and beliefs when they're making financial decisions.

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