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Retirement
A New Way to Calculate Retirement Health Care Costs
We believe viewing retirement health care costs as an annual expense, instead of as a lump sum, makes it easier for retirees to plan for and pay for them.
Tax Management
2021 Tax Facts Quick Reference Brochure
This piece is approved to use with clients.
This resource provides a summary of key rates and thresholds impacting income, social security, estate, retirement and investment taxes for the 2021 tax year.
Retirement
Helping Millennial Women Close the Retirement Savings Gap
This piece is approved to use with clients.
Recent data show that the retirement savings of millennial and baby boomer women continue to lag behind their male peers.
Business Development
Prepare Your Practice for the Power of Women
This advisor presentation will help you learn more about the financial power women are wielding today—and how their power is expected to grow in the future. As women gain more financial responsibility, your practice needs to be ready to serve their needs. Explore new ways to position your practice for this future growth opportunity.
Business Development
Advisors are happy and that's a big deal
A majority of advisors are satisfied with their career. What this may mean for recuruiting the next generation of advisors.
Retirement
next: Millennial magnet - Attract and retain the largest generation in the U.S. workforce
In our second issue of next, we discuss how some of the factors may affect your role as a fiduciary in building effective retirement plans, including the effect changing interest rates may have on target date funds.
Business Development
Why finishing that client report may be more beneficial than your workout
Insights into the most meaningful coping strategies for stressed advisors.
Business Development
Outsourcing may not reduce stress, but you may get more done!
A look at outsourcing through the lens of FlexShares Advisor Wellness study.