report by BlackRock
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Protect Your Family
Expanding and Protecting Your Savings
This piece is approved to use with clients.
Learn additional ways to save if you’ve already maxed out your retirement savings accounts and different strategies worth considering to help protect your hard-earned income and assets.
Goals/Needs-Based Investing
Reassessing finances after a market downturn
This piece is approved to use with clients.
Let’s take a look at your accounts to make sure they still align with your financial goals moving forward—especially if your goals and needs have changed.
Client Life Events
Women and wealth: Investing for each life stage
No matter where you are on your savings journey, watch and learn how investing may help you reach your financial goals throughout different life stages.
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.
Behavioral Finance
The Unconscious Nudge: Behavioral science and its financial implications
Over the course of this presentation, we will talk about how the brain systems work and how it impacts decisions that people make.
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.