Advisor perspectives

Discussing a few strategies families can utilize to help protect assets from nursing care costs and Medicaid

Making the most of your retirement years outside of the numbers.

Discussing considerations when selecting a pension survivorship for your spouse.

Discussing all the factors that affect your retirement plan and focusing on the factors that are completely in your control.

Discussing the following: What is disability coverage, why is it needed, and how much coverage do you need.

Discussing two types of investments that should be considered inside of taxable accounts due to their tax efficiency.

Discussing the new IDR waiver, what the IDR waiver is, and how federal student loan borrowers can benefit.

What is liability coverage, why it's needed, and the protection it provides.

Discussing some of the most common charitable gifting strategies

Discussing the steps to take when preparing for or recently receiving an inheritance.

Addressing the best ways to prepare for healthcare expenses in retirement.

Discussing retirement planning considerations people at or near retirement need to be thinking about.

Discussing an often-overlooked Roth 401(k) conversion strategy, also known as a Mega Backdoor Roth, how to execute it, and why it can be powerful.

Discussing the individual or solo 401(k) in comparison to the Simplified Employee Pension, SEP IRA.

Discussing the steps included in the financial planning process and what each step entails.

Considerations when deciding whether to pay extra on debts or invest that money instead.

Discussing the advantages and disadvantages of different entity types, one of the biggest decisions business owners make.

Discussing the basics of equity compensation, how different stock-based compensation programs work, and how they are taxed.