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    retirement

    Give Clients a Map for the Bumpy Road of Retirement Income Planning

    We don’t have to tell you that your retired clients need your advice. For retirees or those planning on retiring in the next few years, the success of their retirement income strategy can depend on their road map. The wrong road map can lead to lost value, avoidable taxes, and even a financially unstable future. Navigating retirement income planning can be a complex process, and it’s easy for retirees to make mistakes or miss opportunities. They need your advice on when exactly to begin collecting Social Security benefits, which retirement income accounts to withdraw from (and when), and how to manage their retirement income strategy. However, enlisting the help of a trusted and experienced financial advisor is a huge decision for many retirees who think they can do it fine on their own. But you know that a financial advisor adds significant value for generating retirement income plans. Help make the decision easy — offer clients a road map for retirement income planning.
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    Tax

    FinPlan Friday: Building Strong Relationships with CPAs

    Collaboration is the Secret to Smart Retirement Tax Planning Learn more about how to build strong, mutually beneficial relationships with your clients' CPAs in this month's FinPlan Friday conversation with Joe.
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    software

    3 Things Your Financial Planning Tech Stack Should Do

    A technology stack, or tech stack, refers to any tools, apps, platforms, and software used by a financial planning practice to oversee its daily operations, performance, and more. 
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