Retirement Planning
This article appeared in the March 2019 Journal of Financial Service Professionals.
Retirement Planning
This article appeared in the March 2020 Journal of Financial Service Professionals.
Retirement Planning
Three Strategies to Lift Your Retirement Sales in 2020 (FSP Archived Webinar)
Program Overview Today’s economic environment makes it difficult to plan for an uncertain time frame when it comes to retirement income planning. Low interest rates translate to additional capital needed to fund the client’s retirement with not enough time to save. At the same time, our message continues to get lost in the complexities of [...]
Retirement Planning
Understanding Business Protection Needs (FSP Archived Webinar)
Program Overview Advisors who work with business owners know the business is often their biggest asset and that it’s probably critical to their financial well-being. Business owner surveys have consistently shown that business protection is their highest priority. Learn what it means to protect the business, what risks advisors can take off the table for them, [...]
Accounting & Tax Planning
Understanding the Federal Gift Tax: 2021 Edition (LISI e-Book)
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Retirement Planning
Using Social Security Filing Strategies to Address Changed Circumstances (Journal Article)
This article appeared in the March 2021 Journal of Financial Service Professionals.
Financial Planning
Program Overview On February 12, 2021, the U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) confirmed that “Improving Investment Advice for Workers & Retirees,” (the Prohibited Transaction Class Exemption) an exemption for investment advice fiduciaries, goes into effect as scheduled on Feb. 16, 2021. As this presentation is being prepared, EBSA will be coming [...]
Retirement Planning
What Does the 2020 Election Mean for Your Retirement? (FSPgo On-Demand Webinar)
Program Overview Elections have consequences. This has become a popular phrase in politics over the past few years, but the reality is elections do have consequences for your finances, especially your retirement. With many crucial retirement programs like Social Security, Medicare, and Medicaid experiencing funding issues, reform could be on the way and the election [...]