report by BlackRock
Results for ""
Client Life Events
Why you need a will and how to create one
This piece is approved to use with clients.
Ensure your wishes are known and learn how to help secure your loved ones’ financial future should the unexpected happen.
Client Life Events
Estate Planning
This piece is approved to use with clients.
Watch and learn what’s included in an estate plan and the steps you can take to create one so your wishes are carried out the way you choose.
Client Relationships
Ways Women Can Save and Build Wealth
This piece is approved to use with clients.
We’re covering women’s financial wellness. You’ll learn about real steps you can take to build wealth and save for retirement.
Retirement
Client Presentation: Social Security - Get What's Yours
This piece is approved to use with clients.
Talk to clients about how they could get the most out of their Social Security benefit.
Sustainable Investing
International Women’s Day: Women at the heart of the COVID-19 recovery
This piece is approved to use with clients.
We celebrate this year’s International Women’s Day whilst at a critical juncture for global gender equality.Although recent years have seen progress on, for example, female presentation in leadership positions, the Covid-19 pandemic has laid bare and deepened already existing inequities
Retirement
Can I invest my IRA in this?
This piece is approved to use with clients.
Alternative assets, such as cryptocurrencies, art, private equity and more, have seen a surge in press coverage over the past decade, to the point that many of these alternative investments have become more mainstream than ever before.
Retirement
Adapting to the changing landscape of income
This piece is approved to use with clients.
Retirement is, for many, the culmination of their life’s work. As their financial advisor, you’ve been helping your clients strategize and plan for that milestone. But what happens if what you’ve been planning for changes right before the goal line? We’re seeing that today in the world of retirement income.
Client Life Events
Emergency savings: Planning for the unplannable
This piece is approved to use with clients.
The COVID-19 crisis exposed an already dire problem – families could not come up with money for unexpected expenses, such as replacing a flat tire or repairing a busted pipe. As such, many advisors have been reemphasizing the importance of optionality and financial wellness to help their clients and communities properly prepare for these unpredictable emergencies.