Planning Opportunities: Employer-Provided Benefits
Employer-provided benefits are a critical component of any financial plan. However, making benefit elections can be complicated. The good news, though, is that financial advisors can help clients coordinate their benefits with other areas of their financial plans. Help shepherd…
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Lease Or Buy: The Automobile Question
It’s a common question your clients are asking: Should I lease or buy my next automobile? The decision to lease or buy can have a day-to-day and long-term effect on cash flow and emotions. Beyond make, model, and body type,…
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Disability Insurance: We Have A Checklist For That!
Disability insurance is an integral part of any portfolio. Should your clients suffer an illness or injury that prevents them from returning to work, disability insurance protects their income. All too often, however, disability insurance is secondary to other insurances. …
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Life Insurance: An Important Piece Of The Financial Puzzle
Life insurance is a valuable and appropriate tool that can assure your client’s family and business can carry on, should the unthinkable happen. To help guide your clients through an introductory life insurance conversation, consider using the “What Issues Should…
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Unexpected Expenses: A Checklist Drives Funding Decisions
Unexpected expenses are an inevitable part of life. If you haven’t had a call like this, you will: “My car was totaled. It’s OK. Everyone’s fine. But we didn’t expect to have to buy a new car right now.” Unexpected…
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New Year, New Financial Resolutions
January 1 always feels like starting a new book that we get to write. The pages are blank, and we can start from scratch. That’s probably why we all make lifestyle and financial resolutions. Everything feels achievable in the new…
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A Financial Planning Checklist: Cash Flow
The cash comes in. The cash goes out. We’re all familiar with how cash flow works. However, your clients may not have taken steps to track and manage this crucial piece of their financial plans. That’s why we’ve created a…
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Donor Advised Funds: A Flowchart To Inform Strategic Giving
When you help your clients optimize their charitable giving and tax deductions, your advice makes a difference to them personally and financially. However, with the increased standard deduction, fewer of your clients are likely itemizing. Accordingly, they may not be…
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