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Thought Leadership in Action

How Will Catch-Up Contributions Change in 2024?

The federal SECURE Act 2.0 law will affect how financial advisors counsel clients in 2024 and beyond regarding catch-up contributions, particularly for higher-earning retirement plan participants. Advisors can help clients understand these changes, including the two-year delay for a provision affecting individuals making more than $145,000. SECURE Act 2.0 is a wide-ranging federal law in...

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Helping Clients Decide When to Claim Social Security

Deciding when to claim Social Security is a multifaceted decision for people as they approach retirement age. With so many factors to consider, such as employment situation, ongoing financial needs and the dollar reduction from claiming early, clients need professional guidance to make the best decision for their needs. Here are just a few of the considerations your clients should consid...

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Lessons Learned from Previous Recessions

Amid worries of a recession, advisors need to help their clients be prepared and feel ready for whatever happens next. Many lessons can be learned from previous recessions and how investors adapted, including strategies that avoid risk and the best places to put money when planning for the long term. Revisit Your Clients’ Budgets and Expenses One of the most common concerns during recess...

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Student Loan Forgiveness Has More People Planning for Their Future

There is still a lot of uncertainty around the Biden administration’s student loan forgiveness program, but many Americans are already considering how it will affect their financial planning. As details emerge, borrowers are looking to understand more about their options to pay off additional debt, make major life changes and find additional investment opportunities. What Is Included in ...

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