For most Americans, the idea of personal savings for retirement is a major problem. zurl.co/YEQS #MillennialRetirement #SavingsStrategies #FuturePlanning

Joining the right organizations can be a great way of prospecting for new clients. But what are the right organizations? zurl.co/1h1P #financialAdvisor #highnetworth

Social Security is a key part of retirement for most Americans, but how much do they know about its benefits? zurl.co/W9Le #retirement #SocialSecurity

Saving enough money is only part of a retirement plan. Read why. zurl.co/OmBv #RetirementJourney #LifeBeyondNumbers #HumanSideOfRetirement

How quick are your clients to flee the market once it goes negative? zurl.co/Z55X #MarketMindset #GreedFearOpportunity #TurbulentTimes

Cash value life insurance has a role to play in helping clients get to a zero percent tax bracket in retirement. zurl.co/MFEb #TaxFreeRetirement #ZeroTaxBracket #RetirementPlanning

777 Partners and Leadenhall Capital are now in dueling lawsuits. Who is right? zurl.co/X31f #CorporateTheft #ITFraud #LawsuitNews

Poor retirement planning websites could be hindering consumers from accessing key financial tools. zurl.co/Wf9V #RetirementPlanning #WebsiteUsability #FinancialLiteracy"

The majority of Americans want to reduce risk in their financial strategy and bolster their portfolio against future volatility, a new survey finds. zurl.co/gT6Q #MarketVolatility #InvestorSentiment #RiskManagement

As Americans’ fears about the long-term solvency of Medicare grow, many want meaningful reforms. zurl.co/I6c6 #MedicareConcerns #HealthCareFuture #RetirementPlanning

Are your clients tying their financial expectations to this election? zurl.co/BvWt #FinancialFears #ElectionImpact #VoterConcerns

Long-term care is a definite need among Americans. What can advisors do to help? zurl.co/1Mgu #LongTermCare #InsuranceOpportunities #CaregivingCrisis

Do you display "emotional intelligence" with your clients? This is a valued trait for financial advisors, a recent study finds. zurl.co/hNrJ #Emotional Intelligence #Financial Advisors #Client Relationships

Retirement plans must pay close attention to the client’s unique needs, but also consider the general factors that affect every retiree. zurl.co/DTTS #RetirementPlanning #ClientNeeds #FinancialSecurity

While effective retirement planning pays close attention to the client’s needs, but it must also consider the general factors that affect every retiree. zurl.co/yqJT #RetirementPlanning #ClientFocused #FinancialWellness

Most Americans expect their personal finances to decline if their preferred candidate loses the presidential race. How to calm your clients' fears. zurl.co/RUyW #FinancialPlanning #ClientSupport #ElectionUncertainty

How much money is needed to live comfortably in retirement? The question is concerning to many. zurl.co/KMLj #GenXWomen #RetirementPlanning #FinancialGoals"

Is ESG investing really 'Woke?' zurl.co/ev5e #AntiESG #SenCassidy #InvestingPolicy

Fifty-seven percent of millennial survey respondents expecting to inherit $1 million or more. Surprised? zurl.co/oKFz #TrustInFinance #FinancialAdvisor #ClientRelationships

Recent increases in market interest rates are leading some banks to consider surrendering their bank-owned life insurance. Is this a big deal? zurl.co/fYMU #BOLI #BankingRegulations #AccountingStandards