You’ve spent a career helping clients prepare for retirement. But have you taken the time to think about your own? Industry-wide, the shockwaves are forthcoming: More than a third of financial advisors are planning to leave the business over the next decade.More than $2.3 trillion in assets are managed by advisors who are 60 and older.Less than 25% of the...
Great financial advisors have their eyes on the short-term and long-term goals of their clients. They are often building bridges between where clients are t...
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Good news…the Treasury Department and IRS pushed back the tax filing deadline for individuals to May 17, 2021. The bad news…it is too late to implemen...
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1. Choose the right technology for the job and think about the things you want to accomplish during the meeting. Will you need to show your clients so...
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1. Reinvested dividends This isn’t really a tax deduction, but it is a subtraction that can save your clients a lot of money. And it's one that many taxp...
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For financial professional use. Advisory services are offered through Secure Asset Management, LLC., a registered investment advisor.
