New Resources: Master List Of Goals & Pay Stub Review
We’re excited to announce two new resources this month to help you be more diligent in the planning process, plus a recap of timely and updated resources to keep you in-the-know. Details are below: New Checklist: Master List Of Goals…
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New Resources: Charitable Giving & Lump Sum Pension, plus our Important Numbers are updated for 2021!
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 Establishing My Charitable Giving Strategy? Many of your clients are…
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New Resources: Medicare Coverage During Open Enrollment Flowchart & Nonqualified Stock Options Checklist
We’re excited to announce two new resources this month (and one updated resource) to help you be more diligent in the planning process. Details are below: New Flowchart: Should I Change My Medicare Coverage During Open Enrollment? Many of your…
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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 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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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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