Category: Resource Additions

Whether a person leaves a congested urban area for the high plains or waves goodbye to the muggy Midwest for the arid desert, moving somewhere new has a certain romance to it. Romance aside, there are financial implications to relocation…

As businesses begin to open up and your clients head back to their offices (or decide not to), equity compensation will be a hot planning topic. Restricted Stock Units (RSUs) are an increasingly popular form of equity comp, which has…

Your clients’ children — whether young or grown — will have their individual financial needs sooner than later. For some families, you can be the professional who leads financial literacy conversations and cement multi-generational relationships. For others, you can lead…

Does your business-owner client need a SEP or a SIMPLE IRA? Will your clients experience the least tax impact if they harvest capital gains or make Roth conversions? This month’s new flowcharts help clients consider the factors that are critical…

It’s never a great experience for clients when they get to the tax return preparation and filing stage of the process only to learn they’ve been underpaying all year. There’s not a single person who likes to pay unnecessary penalties.…

With a new administration comes a new tax plan, and your clients will have questions. The new checklists — one for mass affluent clients and the other for HNW clients — will help you lead and guide productive conversations.  Throughout…

Getting to the root of client reluctance can be one of the trickiest parts of your role as an advisor. You might find it difficult to explain to clients why certain assets should (or should not) be in their portfolio.…

You tackle the hard questions and difficult topics with your clients every day. Your two new checklists are designed to help you communicate the importance and urgency of the holistic planning that lies ahead for your clients who should consider…