The informed advisor

In this blog, get ideas and insights to help you solve a range of client needs through holistic planning.

View our current blog posts

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Managing tax risk during drawdown

Help manage the sources of tax risk and uncertainty within clients’ retirement income plans.

December 1, 2017 – Managing tax unknowns in retirement

Mother and Daughter walking on a beach.
Helping create 30 years of retirement income

Lifespans are changing. See what that means for your clients and your practice.

November 16, 2017 – Kale, tobacco, and the challenge of longer retirements

Adding to already strong income strategies

Help clients feel more confident about their retirement income plans.

September 12, 2017 – Four ways to help boost retirement confidence

Moving the dial on portfolio confidence

You can increase confidence for your clients – and their portfolios.

August 9, 2017 - Building confidence into retirement portfolios

Building relationships with effective wealth transfer

Help your clients and their families with legacy planning that makes the most of their wealth.

July 26, 2017 - Creating a tax-savvy legacy plan

Sprinting to the retirement finish line

Help your clients make the most of the run-up to retirement with a strong income plan.

July 11, 2017 – Retirement planning's home stretch

Considering alternatives to cash

Clients may like the security of cash, but you can help them focus on meeting their long-term retirement income goals.

June 27, 2017 – Considering alternatives to cash

How may the DOL rule affect your client conversations?

Both commissions and fees may be in clients’ best interests. How can you navigate the options while also addressing clients’ retirement income needs?

June 12, 2017 – The rules have changed

Help clients navigate market ups and downs

Show clients how a DCA strategy may benefit them.

May 22, 2017 – Easing clients into the market with dollar cost averaging

Creating retirement income for couples

Involving spouses in income planning is important for clients – and your relationships.  

May 4, 2017 - Why think about retirement income for two

No do-overs in legacy planning

Our four questions can help you build an annuity inside a trust the right way to help clients realize their legacy planning vision - and let you develop relationships with the next generation of clients. 

April 18, 2017 - Getting wealth transfer right the first time

Getting clients into the income mindset

This National Retirement Planning Week, help your clients plan to transition their savings into reliable income. 

April 3, 2017 – Rethinking retirement income

Income for longer lives

Longer lives can mean stretched income resources in retirement. Have better conversations with our tips.

March 16, 2017 – Three planning strategies to address longevity with clients

An income strategy more meaningful than just money

An inheritable family income plan can help clients find meaning in their wealth – and add value to your relationships.  

February 17, 2017 – Follow the love with a dynasty stretch strategy