Thinking about extended care can be challenging, especially when it comes to cost. Help your clients know their options to make this more affordable.

Your clients, especially those who are considered HNW, will need to examine their estate strategy in the coming months as the estate tax is set to return to pre-2018 levels.

Financial capability month is a great time to make a start at ensuring you are building long-term wealth that will help you achieve your goals. It’s not a coincidence that April is also tax time – you’re already deep in your financial information, so it’s a good time to take your financial capability one giant step forward.

The goal for tax planning isn't to lower your taxes in any one year – it's to plan ahead and pay as little in taxes as possible over the course of your working life and your retirement and then pass on as much as possible to your loved ones.

Investing is a long-term game, and trying to time markets can result in missing the best days of the eventual recovery. Financial planners often act as emotional barriers between individuals chasing returns and running from emotionally charged markets.

This blog is about the 4% rule, including what it is and whether it's a good strategy for retirement income planning.