Planning for the Year 2025 Starts Today

Mike McGlothlin, CHFC®, CLU®, CFP®, LUTCF® Wayne Gretzky was quoted as saying, “I tried to deliver the puck where the person is going to be versus where they are today.” It’s a good strategy for hockey, and it’s also very appropriate as you work to transform your business into a High Performing Practice. Currently, before […]

Tip of the Week

On the Way to Financial Freedom When Beginning a Career The array of choices for investing and paying down debts can seem overwhelming to recent college graduates. However, there is a clear order to follow. This rank ordering is the most tax-efficient financial moves an employee should make when beginning a career: First, enough should […]

Stay In The Loop For Retirement Spending And Housing

Susan A. Pomfret, RICP® Most people concentrate on wealth accumulation while still in the workforce. But will that be enough for retirement spending? Here are some things to consider: • Housing is the greatest expense. • Clothing and transportation spending decline with age. • Healthcare spending increases with age.In the below chart, you’ll find some […]

4 Forms of Accountability You Need for Even Greater Success

Ann Bachrach, The Accountable Coach Accountability is more than just a friend that calls you up occasionally to make sure you’re sticking to your weight loss goals. It’s also more than the occasional roundtable discussion with business colleagues checking in how everyone in the group is doing in terms of hitting their quarterly financial goals. […]

Tip of the Week

Advice for Planning with Elderly Clients The senior population faces many challenges as they age, including financial, legal, and health issues. However, some of these risks can be mitigated by engaging in estate planning. In many cases, seniors will benefit greatly from the creation of a revocable trust and powers of attorney. For that planning […]

Maximize Your Clients’ Retirement Income

Mike McGlothlin, CHFC®, CLU®, CFP®, LUTCF® We’ve been talking the last several weeks about tax-deferred vehicles like annuities including protected income. You’ve also learned how to turn tax-deferred into tax-free when it comes to planning for long-term care. Today, I’m going to bring it all together. It can seem like you’re being pulled in two […]