Wealth Planning & Investing
Managing Retirement Assets for Longevity with the Bucket Strategy
Reduce clients' fears about outliving their savings and help them prosper through their golden years using the bucket strategy method.
Wealth Planning & Investing
12.12.18Estimated Reading Time: 8 Minutes
Are You Reviewing the Pros and Cons to the POA Decision with Clients?
Are your clients worried about what will happen to their financial affairs if they become incapacitated? It might be time to talk to them about the pros and cons of naming a power of attorney.
Wealth Planning & Investing
10.23.18Estimated Reading Time: 5 Minutes
Analyzing Prospective Client Portfolios in 4 Steps
You know that analyzing prospective client portfolios is often the key to earning new business. But do you know the best place to begin?
Wealth Planning & Investing
08.29.18Estimated Reading Time: 6 Minutes
Model Portfolios for Investment Management: The Key to Efficiency?
The use of model portfolios for investment management is a process-driven strategy, allowing you to manage large amounts of assets efficiently. Here's how to get started.
The Fee-Only Advisor
08.22.18Estimated Reading Time: 6 Minutes
Trends in Estate Planning: How Safe Are Irrevocable Trust Assets?
How safe are irrevocable trust assets? Who has access to the money in cases of divorce or unsettled debt? Clients are asking, and we've got the answers.
Wealth Planning & Investing
03.14.18Estimated Reading Time: 7 Minutes
Is AB Trust Planning Still Effective?
With the introduction of the federal portability provision, is AB trust planning still effective? Learn the pros and cons of this traditional approach.
Wealth Planning & Investing04.19.17Estimated Reading Time: 7 Minutes
