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Planning for social connections is key to thriving in retirement
Your employees may not realize that having a social plan can be just as important as a financial plan for retirement. Help your team plan for the social aspects of retirement and longevity by sharing these five tips.
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The unexpected financial impact of family caregiving
Employees who are caring for family members spend an average of $7,200 a year on out-of-pocket expenses. Understanding how caregiving affects finances can help you develop strategies to help your employees who are caregivers stay on track for retirement.
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Social Security Fairness Act: unpacking the new law’s impact on 3 million+ beneficiaries
A new federal law that’s expected to raise Social Security payments for as many as 3.2 million retirees is raising questions from beneficiaries about the impact they may see and creating an opening for financial professionals to fill the information gap.
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How to use artificial intelligence in financial planning
AI is a hot technology that's mostly used for internet searches but has potential to help with financial planning. Share these tips to help your employees use AI safely and smartly when it comes to their finances.
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How to help Gen X optimize their retirement planning
Gen X workers are struggling to balance retirement planning with their other financial priorities. Learn how financial professionals and plan sponsors can help.
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Why offer intergenerational financial planning?
The Great Wealth Transfer will put a significant amount of money in motion. Get tips for offering intergenerational financial planning to help you retain and capture these assets.
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Helping women manage their finances through divorce and widowhood
Learn how to help your female clients through the aftermath of divorce and widowhood and plan for the years to come.
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Building block model portfolios introduce greater flexibility
The benefits of building block model portfolios can help financial professionals achieve greater efficiencies in their practice.
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What’s your DEI business strategy?
Financial services firms that embrace workplace diversity and adopt a well-defined DEI strategy can help position themselves for continued growth. Learn DEI best practices to help you serve a diverse clientele with excellence.
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Getting started with 401(k) problem-solving
Financial professionals with the skills and tools to uncover and resolve retirement plan issues can help add more value to a plan sponsor’s program. Here are a few steps to help you get started.
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