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…
4 tips for smart holiday spending
The holidays can be a financially stressful time, especially when you add in rising prices. Imagine checking off everyone on your gift list and still having money left in the…
The pros and cons of customer loyalty programs
Who doesn’t love a good deal? Have you ever dug deep into your wallet for something and instead found that rumpled buy-10-get-one-free punch card from your favorite frozen yogurt shop…
Will your retirement money last as long as you do?
If you worry that your retirement savings won’t last as long as it needs to, you’re not alone. According to EBRI’s 2024 Retirement Confidence Survey, just two in ten workers…
Are you ready to retire?
When it comes to preparing for retirement and thinking through a financial approach to building a best life, many individuals recognize the importance of a holistic plan. This may include…
4 questions everyone should ask before retirement
For most retirees, a happy and secure future doesn’t happen without proper preparation. To reach this goal, how do you begin planning for a fulfilling retirement that provides the financial…
Test-drive your retirement
You wouldn’t buy a new car without taking it for a spin first, right? Probably not. And just like deciding if a vehicle is a good fit, this idea can…
Diversity: Why it matters as much in finances as in relationships
Finding social groups where you belong is human nature, and associating with people who have similar ideas and interests can be a good place to start. So why leave this…