Posted 1 month Ago
The Benefits of an 18-Hole Stroll
The Benefits of an 18-Hole Stroll

Why It Matters: Nearly 24 million Americans hit the golf course in 2016, according to the National Golf Foundation. For clients who are ... More

373
Posted 1 month Ago
Guiding Clients on the Basics of Roth 401(k)s
Guiding Clients on the Basics of Roth 401(k)s

Why It Matters: As more employers start offering Roth 401(k)s, you may start getting more questions about them. Unlike a Roth IRA, a ... More

772
Posted 2 months Ago
Success Habits of Millionaires
Success Habits of Millionaires

Why It Matters: Sharing powerful financial and lifestyle suggestions with clients can build trust. Share the habits of millionaires so ... More

1318
Posted 2 months Ago
FSAs & HSAs: Why Clients Should  Plan Early
FSAs & HSAs: Why Clients Should Plan Early

Why It Matters: When it comes to FSA and HSA, miscalculations can be costly. 53% of Americans are already stressed over finances. Your ... More

321
Posted 2 months Ago
Acronym Your Clients Should Know: RMD
Acronym Your Clients Should Know: RMD

Why It Matters: The first wave of Baby Boomers started turning 70½ in 2016. Required minimum distributions (RMDs) begin at 70½. There’s ... More

441
Posted 3 months Ago
Federal Study: Retirement Savings Matter
Federal Study: Retirement Savings Matter

Why It Matters: The most recent retirement data has been released by The Social Security Administration. More than a third of ... More

403
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