Elyse Archer, Personal Brand Strategist P.S. If you are ready to build your personal brand, increase your influence and grow your income click the link below to schedule a FREE personal brand strategy call with my team here: https://www.freebrandcall.com/fsp.
Monthly Archives: October 2020
28
Oct
Oct
Ann Bachrach, The Accountable Coach We’ve all been afraid to try something new at one time or another. Why is that? And it seems as we age, our fear controls more and more of our willingness to try something new. We prefer to forego a new experience because we want to avoid whatever bad thing […]
Life and Financial Planning in the Time of COVID-19 In this time of economic and social crisis, life insurance and financial planning advice is more valuable than ever. The tough economic news of the past few months affects clients in many ways. Review of life insurance needs and planning strategies, retirement savings, asset allocation, tax […]
22
Oct
Oct
Are your clients relying on Social Security to fund their retirement? If you answered yes, you’re not alone. In fact, for 61% of us, the majority of our retirement income will come from Social Security.
21
Oct
Oct
Jason Cutter | CEO/Founder, Cutter Consulting Group It happens to everyone – the dreaded sales slump. But why? And more importantly, what can you do about it? I will cover my experiences about seeing countless reps fall into sales slumps, and the ones who have successfully pulled themselves out of it.
20
Oct
Oct
Friday, October 16, 2020, the IRS published a Revenue Procedure (2020-46) that updates a list of permissible reasons for self-certification of eligibility of a waiver of the 60-Day Rollover requirement.
19
Oct
Oct
Family Caregiving Many of our financial services clients are taking care of an aging parent, juggling their own work and family life with the demands that caregiving places on them. And it’s not just an emotional and physical journey—there is a very real financial component to providing care. Financial service professionals are in a position […]
16
Oct
Oct
Ernie Guerriero, CLU®,ChFC®,CEBS,CPCU®,CPC®,CMS,AIF®,RICP®,CPFA The IRS has announced increases in some limits; however, the majority of the limits remain the same. The 401(k) limit remains at $19,500 and the catch-up limit remains at $6,500. What has increased: Defined Contribution Annual Addition to $58,000 from $57,000 Annual Compensation Limit to $290,000 from $285,000 […]
15
Oct
Oct
Based on the increase in the Consumer Price Index (CPI-W) from the third quarter of 2019 through the third quarter of 2020, Social Security and Supplemental Security Income (SSI) beneficiaries will receive a 1.3 percent COLA for 2021.
14
Oct
Oct
Mike McGlothlin, ChFC®, CLU®, CFP® Are your clients relying on Social Security to fund their retirement? If you answered yes, you’re not alone. In fact, for 61% of us, the majority of our retirement income will come from Social Security. The trouble with that strategy is that Social Security is set to decrease by 24% […]
- 1
- 2