Monthly Archives: May 2021

Avoid the Summer Slowdown (and take 2 big risks out of your clients’ retirement plans)

Mike McGlothlin, CHFC®, CLU®, CFP®, LUTCF® As the weather gets nicer, it’s easier to want to get out and do things — it can especially increase your motivation to connect with your clients. Unfortunately, they are probably out doing things as well, and preparing for retirement is probably not the first thing on their minds. […]

5 Benefits Focus Brings to Your Life and Work

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Ann Bachrach, The Accountable Coach https://www.hipcast.com/podcast/HNmcvGtp Do you multi-task? Do you know that those who multi-task are not as effective or as efficient as those who focus their efforts on one task at a time? It’s true. When you divide your efforts and your thoughts among different and differing tasks, you are doing a disservice […]

Build Income WITHOUT Sacrificing AUM

Mike McGlothlin, CHFC®, CLU®, CFP®, LUTCF® No, it’s not too good to be true. With our innovativeapproach, it really is possible to maximize income creation without sacrificingassets under management. We’ve talked a lot about the necessary shift from asset accumulation to income planning. But it’s a concept that some advisors are hesitant about, especially if […]

Tip of the Week

Qualified Personal Residence Trust Sales in an Active Real Estate Market In advising clients who have established a qualified personal residence trust (QPRT) and are contemplating the sale of a residence, estate planners must be mindful of the rules which apply if the residence is sold. While the current low-interest rates may not favor the […]

Tip of the Week

The Increasing Importance of Digital Assets in Estate Planning The coronavirus pandemic has accelerated internet usage and creation of so-called digital assets. This in turn has increased the importance of helping clients to properly manage their digital assets when putting together an estate plan. Most clients use digital assets without really thinking about any estate […]