SECURE Act 2.0 Guide Updates
It’s been a big lift for our team, and at long last, the SECURE Act 2.0 guide updates are complete. Led by Guide Editor Chris Granger, CFP®, the team reviewed every guide in the fpPathfinder library (there are more than…
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The SECURE Act 2.0 Summary Checklist
Because the SECURE Act 2.0 includes many changes that will be phased in over the next few years, the fpPathfinder team has developed a summary checklist. The “What Important Issues Should I Consider Regarding Changes Made By The SECURE Act…
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Help Clients Navigate Business Exit Strategies
If you have clients who are business owners, it’s likely they have (or will have) questions about exit strategies. Strategies can range from selling their businesses to having the plan to pass it on to heirs. The topic is complex,…
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Communicate Your Value: Personalized Client Deliverable Reports
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…
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Guide Updates: How Do We Do It?
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…
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Financial Planning For Business Owners And 1099 Contractors
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…
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Tax-Loss Harvesting: Yea Or Nay
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…
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How To Start The Debt Conversation
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…
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