It’s sad that so many #GenZ think #Socialsecurity won’t be there for them. They are going to need it. What can we do to make it last? https://t.co/QjaJuGUBJ7
The prospect of sending a child to college can be daunting for any parent as tuition sticker prices rise. One tuition prepayment program offers almost 300 schools that suit every interest. (Sponsored) #financialplanning#collegeplanning
https://t.co/jcjADLQ1j2
Have you ever sent a work email and realized it was a big mistake? Check out this video to learn what to do: https://t.co/8gbTcLiujQ #work#workwifey#WealthManagement
How can you prepare clients for the financial, tax, legal and emotional implications that come with inheriting real estate?
#financialplanning#estateplanning#realestate
https://t.co/7rXmFwiQm1
When it comes to personal finance, it’s good to be an American. Better than being a resident of Europe or Japan — or anyplace else. That’s one of the key takeaways of a recent report by @Allianz#financialplanning#wealth
https://t.co/BTsfSePpAh
Thinking about retiring abroad? A recent study has identified the top 16 countries best suited for American expatriates. Here's a glimpse of the top 5! Read more on our website at https://t.co/4NddlKfUC7. #rethinkretirement#Rethinking65#retirementplanning
The return of higher yields, Round 2...
This presents an opportunity to review clients’ asset allocation and risk tolerance. #investing
https://t.co/d1xIZcZh7x
Target-date funds are an increasingly common investment choice in 401(k) plans. Here are some strategies to work with them and provide clients with the optimal investment plan. https://t.co/JD6zCqy7lm
#investing#financialplanning
Why should financial advisors hire another professional to do the planning for their family? The pros outweigh the cons. https://t.co/qxFu0itetD
#financialadvisors
Financial planning and planning for a long-term care event are so important to me personally & professionally. @rethinking65 @Dor_Hinchcliff #LTC#longtermcare https://t.co/YMVEZWnDI6
A U.S. Department of Labor rule proposed Tuesday would make it more difficult for companies to treat workers as independent contractors. https://t.co/h79fQbpEuX
#financialadvisor#Biden
Watch part 2 of our video series about investing in a Roth with advisor DJ Hunt. Tax arbitrage can backfire sometimes. Consider what happened to many retirement-plan contributors a decade ago. https://t.co/iBI5BVgF9Z
#investing#retirement
Why are some people happier than others? Is it possible to learn how to be happier and help others do so? One university in New Jersey is offering the first master’s in happiness studies, and getting lots of enrollees. https://t.co/D3o2NlY1eS #financialplanning#Happiness