Month: May 2012
Looking for a Good Way to Engage Clients and Prospects in Conversations on Planning Needs? Why Not Start with Their Tax Return?
Unless the client initiates the conversation, it is often difficult for financial professionals to know how to engage clients and prospects in financial planning discussions. Yet many times, those same financial advisors and planners have access to the tax returns of clients or prospects. Next time that happens, why not use the 1040 as a…Read More
Balancing Current Family Needs with Future Retirement Needs
In this our second in a series of articles about helping clients in the Accumulation Phase of Retirement Planning, we address the second root cause of inadequate retirement saving, which is the difficulty of balancing current family needs with future retirement needs. People want to set aside more money for retirement, but they are spending…Read More