Author Archives: Content Creator

Tip of the Week

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 […]

IRS Inflation Adjusted Limits for 2021

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        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 […]

The Risk of Relying on Social Security

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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% […]

9 Tips for Inspiring Referrals

Ann Bachrach, The Accountable Coach Today, we are going to talk about 9 tips for inspiring referrals. Getting new clients can be one of the biggest challenges in building a business; however leveraging the power of referrals can dramatically reduce the expense and energy of building your client base. https://annebachrach.hipcast.com/deluge/annebachrach-20190203181511-3691.mp3 Visit the Accountability Coach and […]

Tip of the Week

Five New Ways to Improve America’s Retirement Security The federal government is focused on avoiding a retirement crisis and hoping to move business owner and plan participant behavior in the correct direction. However, despite positive strides over the last 20 years (including the recently enacted SECURE Act), more needs to be done. Some possible changes […]

Tip of the Week

Fiduciary Standard Battle Fatigue The ongoing fiduciary standard debate has been disruptive to many dedicated financial services professionals who, regardless of which standard they are being held to, just want to do what is best for their clients. Let brokers be brokers, and insurance agents be insurance agents, and be held to the suitability standard. […]

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