Protecting your legacy
Many parents hope to leave a parting gift for their children after they’ve gone, but how can you be sure they will use their inheritance the way you intended? According…
5 important Social Security issues for women
Social Security can play an important role in overall retirement income. Unfortunately, many clients run the risk of oversimplifying Social Security and may not realize there are many strategies to…
Refresh your financial mindset
When it comes to saving money and keeping a balanced budget, how you think about money can change everything. Your money mindset affects your financial decisions and how you set…
Ready to jump into AI? First, manage risks
As AI gains popularity, more financial professionals are using this increasingly popular platform to automate tasks, manage client outreach and cultivate deeper client connections. A survey from workforce software company…