New Resources: Mortgage Refinancing Flowchart & Sudden Wealth Event Checklist
We’re excited to announce two new resources this month to help you be more diligent in the planning process. Details are below: New Flowchart: Should I Consider Refinancing My Mortgage? When interest rates decline, mortgage refinancing becomes a particularly popular topic.…
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New Resources: Investment Review & Roth 401(k) Contributions
We’re excited to announce two new resources this month to help you be more diligent in the planning process. Details are below: New Checklist: What Issues Should I Consider When Reviewing My Investments? This checklist helps guide your conversations with clients…
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New Resources: Student Loans
Two New Resources Are Available: We’re excited to announce two new resources this month centered around Student Loans. This topic is one of the most requested topics right now. That’s not surprising since student loans have become very complicated and are…
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New Checklists: Identity Theft Risks & Starting A Business (Plus More Updated Resources)
We’re excited to release two new checklists today. One is centered around the unique financial planning issues that arise when someone is starting a business. The other deals with issues associated with identity theft and fraud, which has spiked in…
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New Resources: Where To Save & Evaluating Roth Conversions (Plus Some Updated Resources)
Two New Resources Available. We have two new resources available that are particularly relevant. Both deal with conversations that many advisors are having with their clients. We’re also excited to be in the midst of reviewing and updating almost all…
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3 “COVID” Checklists To Help Your Clients Right Now
The conversations advisors are having with their clients are very difficult right now. Depending on the client, you could be having a conversation about any number of sensitive topics such as… Clients wanting to abandon their investment strategy Losing…
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Two New Resources Available
This month we are excited to release two new resources. Issues To Consider As A New Client: This checklist covers many of the important planning issues and questions to ask of a new client (or prospect). It is currently one of the…
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Two Insurance Based Checklists & 2020 Resources Available
Two New Checklists: For our last two checklists of the year, we wanted to address insurance-based issues. These two checklists cover many of the common items to look for when reviewing a client’s insurance policies and doing a needs analysis. What…
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