Blog

Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.

Financial Advisors 1/23/2020

MUST READ: Did One Of Your Married Prospects or Clients Die in 2019?

As you know, as of January 1, 2020, non-spousal IRA beneficiaries lost their ability to stretch their required minimum distributions over their own...

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Financial Advisors 1/21/2020

Avoiding a Potential 401(K) Rollover Tax Trap in 2020

What if you could convert ordinary income for a portion of a 401(K) rollover to capital gains? Would that have a benefit?

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Marketing 1/2/2020

Secure Act Provisions Summary with Some Planning Tips

Late Friday, December 20, 2019, President Trump signed into law the Setting Every Community Up for Retirement (Secure) Act, which launched sweeping...

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Self Improvement 12/5/2019

Personality Traits That Financial Advisors Should Cultivate

Here are five things which could help a financial advisor connect well with their clients in ways that matter.

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Free Time & Leisure 11/26/2019

Thanksgiving Special - 10 Fun Facts About Golf

In the spirit of Thanksgiving, we are sending a fun update to our financial advisors. Here are 10 fun facts about golf. Have a happy Thanksgiving, ...

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Financial Advisors 11/5/2019

How Financial Advisors Are Freeing Up Time With TAMPs

Turn-key asset allocation programs have been available for decades, but technological advancements and industry changes have increased the populari...

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Client Retention 9/10/2019

Lessons Learned from Netflix in Retaining Clients

Acquiring customers is harder than retaining current ones. Analysis shows that it can cost five times more to get a new person to use your product ...

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