The National Debt, Taxes and How to Prepare Your Client

Mike McGlothlin, CHFC®, CLU®, CFP®, LUTCF® Taxes are inevitable. And, given the increase in the national debt, a rise in taxes also seems inevitable. As a financial advisor, your concern is what this means for your clients and their plans. There are a lot of different things going on in Congress and we have a […]

Tip of the Week

Financial Gerontology: Lessons—Past, Present, and Future With the effects of the COVID-19 pandemic, and socioeconomic and political change continuing to reverberate, reflecting on the past and the future has become a frequent thought exercise. Such self-reflection can lead to new sensibility and insights about where we have come from, where we want to go, and […]

Turning Prospects into Clients

Mike McGlothlin CFP®, CHFC®, CLU®, LUTCF®, NSSA®  It’s all about constant communication. Your prospects need to hear from you, often, to understand your value and trust you with their future. A constant, consistent message is essential. But it’s also a tall order. After all, you’re a financial advisor, not a full-time marketer. Most of us […]

Tip of the Week

Guardianship Laws and the Specific Concerns for Special Needs Planning Financial planners should consider four key questions regarding the law in the client’s home state when analyzing whether a guardianship will best serve a client’s needs: (1) How does state law determine whether a guardianship is necessary? (2) What are the legal decision-making standards for […]

How the Pandemic Has Affected Retirement for 68 Million Americans

Mike McGlothlin CFP®, CHFC®, CLU®, LUTCF®, NSSA®  A recent survey commissioned by Edward Jones and conducted with the help of Gallup and Harris polls found that 68 million Americans said they have changed their retirement timing due to the 2020 global pandemic. That number is even more significant when you think about the number of […]

FSPtalks with Tim Hamilton, Senior Vice President at Atlas Private Wealth Management

Tim Hamilton, CFP, CIMA, CSLP, Senior Vice President at Atlas Private Wealth Management, joins hosts Herb Cohen and David Maola to discuss how youth sports, particularly football, helped him gain footing in his career by teaching him work ethic and how to connect with people.

Do You Offer Fee Audits or Beneficiary Audits?


  Grant Hicks, CIM, President of Advisor Practice Management Do your ideal clients know all the services that you offer? Imagine walking into a restaurant, and after getting seated, the host rips the menu in half and says” enjoy your meal”. Do you want the whole menu or just half of it? Your ideal clients, […]

A Better Annuity Strategy than “Set It and Forget It”

Mike McGlothlin CFP®, CHFC®, CLU®, LUTCF®, NSSA®  Many of us have believed in asset allocation strategies –  that is, shifting money management to a third-party and talking to our clients about the long-term. Their money is put inside variable or fixed annuities, and you and your clients just let it sit. It’s a “set-it-and-forget-it” mentality, and […]

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