How Can I Understand Social Security Benefit Taxation?
This blog explains how Social Security benefits are taxed and provides some tips on how to potentially reduce your tax liability.
Women, Wealth & COVID-19: How the Pandemic Has Fueled a "She-Cession"
The onset of COVID-19 has spurred a recession in America, which some are referring to as a "she-cession." Here's why some women may have been hit harder financially during 2020's economic downturn.
Why are Many Americans Retiring Earlier Than Planned?
This blog will explain why some people choose to retire early and the pros and cons of that decision.
What Are a Few of the Best Quotes on Retirement?
This blog will share helpful, humorous, and insightful quotes about retirement.
What Do You Need To Know Before Retiring Early?
Early retirement sounds great, but have your clients and prospects thought it through completely? This article covers some things they should think about.
Why Are You Still Paying a 1% AUM Fee?
A fallacy that has been spread by the financial services industry for many decades is the idea that collecting a 1% AUM (Assets Under Management) fee provides incentive to achieve high performance (aka “If I win, you win” or “If I lose, you lose”). This concept allows advisors to charge a fee that, once over a certain AUM threshold, can be rather egregious and continue to provide enormous profit margins.