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Every day, we learn about advisors who have developed personalized reports to communicate their value to their clients. Indeed, it’s been impressive to witness advisors’ creativity and ingenuity. As this trend gained momentum, we asked ourselves, “Can we help our…

Members frequently ask, “How does fpPathfinder update checklists, flowcharts, and summary guides?” The following explains how we approach guide updates. The Team Let’s start with the most important part of the guide update equation: The team. Without a doubt, there’s…

Just about every client should have a plan to claim Social Security benefits. Without a doubt, it’s a big decision and can be stressful for the client.  To support Social Security conversations, fpPathfinder members can use the “What Issues Should…

You likely have clients who are business owners. Also, with the rise of the gig economy, you may have even more who are 1099 contractors. Regardless, your business owners and 1099 contractors now have financial planning issues you can help…

When the markets go down, the question of whether to implement a tax-loss harvesting strategy can come into play. Indeed, it’s tempting! The strategy can help the advisor “get something out of the decline” for clients. However, while tax-loss harvesting…

Debt plays a part in most people’s lives, but many may not know how to start the debt conversation. However, in your role as a trusted advisor, you can help your clients address debt and build better habits for staying…

Recently we hosted Michael Kitces to deliver the webinar presentation, “Scaling Advice: From Financial Advisor to Financial Advicer.” ThinkAdvisor Reporter Jeff Berman covered the webinar in his article, “Kitces: 10 Questions To Ask When Building A Year-End Tax Planning Checklist.”…

Many of your clients are asking this question: Should I pay off my mortgage? It’s a big decision to pay off a home, but there isn’t a lot of discussion about it. You are ideally situated to lead your clients…