Effects of the COVID-19 Pandemic on Social Security The COVID-19 pandemic is having both positive and negative financial effects on the Social Security program. The net financial effect is clearly negative in the short term and uncertain in the long term. Even more uncertain is how long the pandemic itself will last. The longer it […]
HSAs Are The Secret Retirement Weapon. The average couple can expect to pay $295,000 in retirement in out-of-pocket costs on top of expected Medicare coverage. It’s time to prepare for those costs, so your client’s healthcare expenses don’t steal from their retirement savings. To top that off, 401(k) maximum contributions remained the same from 2020 […]
Ann Bachrach, The Accountable Coach Most entrepreneurs experience a critical stage in their business where they need to consistently build their client base, yet the don’t have the time or resources to devote to serving more clients. So, how do you get more clients without working harder? Let’s talk about 6 tips to help you […]
Communication and staying connected seem to be top of mind nowadays as we navigate our virtual world.
Financial Wellness Enters the Mainstream “Longevity fitness,” “financial wellness,” “financial well-being,” “financial health”—no matter what you call it, the real and potential physical health issues affecting all of us at a global level have focused attention on our health status, with a significant spillover into our financial circumstances as well. This provides an opportunity for […]
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.
Jason Cutter | CEO/Founder, Cutter Consulting Group In this episode, I talk about using the persuasion approach to move customers forward, how selling should be seen as a service to serve others, and whether the products you sold creates buyer’s remorse or happiness for them to come back next time.
Dealing with the Insecurity of Social Security The insecurity of Social Security is a significant issue in financial planning, particularly because of the economic effects of the COVID-19 pandemic. Two opposing myths related to Social Security are (1) because Social Security is underfunded, it is best to elect Social Security as early as possible, and […]
The IRS just issued Revenue Ruling 2020-23 (modifying Revenue Ruling 2011-7)
Communication and staying connected seem to be top of mind nowadays as we navigate our virtual world.