Practice Management Q&A

Practice Management Q&A

As advisors move away from selling products to selling themselves, demonstrating your “value proposition” is more important than ever. Here are answers to questions advisors commonly ask. Q: How can I differentiate myself in a “sea of sameness” in the wealth...
Tax Management Q&A

Tax Management Q&A

When markets are volatile, your clients may be anxious and looking to you for ways to use tax-advantaged strategies to help maximize their wealth. Here are answers to questions clients commonly ask. Q: Should I continue to contribute to my IRA and/or company 401(k)?...
Medicare Q&A

Medicare Q&A

Here are answers to Medicare enrollment questions your clients may be asking: Q: If I am still working, can I postpone enrollment? A: It depends. If you’re employed when you turn 65, you can stay on your employer-provided group health plan and defer Medicare as long...
Estate Planning Q&A with Scott Luhnau

Estate Planning Q&A with Scott Luhnau

For more on how to have a strategic estate planning discussion with clients, Scott Luhnau, estate planning consultant on our practice management team, shares answers to a few common questions. Q: Which estate tax topics should I cover with my clients? A: With the...