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Clients may have some concerns about taxes and other financial issues after now that the midterm elections are history (AI-generated image)

Help clients understand the exposure, examine their choices and take appropriate action before a transaction or deadline limits what they can do.
Image shows cartoon of a retired couple.
Clients spend 40 years saving and then often struggle to spend because they fear running out of money. (AI-generated image)

A well-structured decumulation plan can balance lifestyle goals with essential expenses and turn a nest egg into sustainable retirement income.

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Clients may have some concerns about taxes and other financial issues after now that the midterm elections are history (AI-generated image)

Help clients understand the exposure, examine their choices and take appropriate action before a transaction or deadline limits what they can do.

Meanwhile, a proposal to make Berkeley residents the main funders of a regional public bank for the East Bay trailed significantly in preliminary results from the Alameda County Registrar of Voters. A sales tax increase to balance the city's budget and a $300 million infrastructure bond— the only ballot measure to require a two thirds majority— were both…

Berkeley voters have seven local ballot measures to decide by Nov. 3, including two parcel taxes to fund a new public bank and support the arts sector, a sales tax increase to help balance the city's budget deficit, a local infrastructure bond totaling $300 million and a proposal to double the city's first-in-the-nation tax on soda. Berkeley's Measure V would…
Image shows cartoon of a retired couple.
Clients spend 40 years saving and then often struggle to spend because they fear running out of money. (AI-generated image)

A well-structured decumulation plan can balance lifestyle goals with essential expenses and turn a nest egg into sustainable retirement income.
Image shows a meeting note for 9 a.m.
A first meeting needs to establish what retirement looks like for the client. (AI-generated image)

A strong first meeting helps clients organize information and lays the groundwork for a personalized, realistic retirement plan.

Voters watching a blitz of television commercials in the final weeks of the Connecticut governor "s campaign have been swamped by a tsunami of conflicting claims and counterclaims. Republican gubernatorial nominee Ryan Fazio has repeatedly said in commercials that Gov. Ned Lamont raised taxes, while Lamont counters that he actually cut taxes.
With longer lifespans comes the risk of living more years with a chronic illness. (AI-generated image)

What good is living to 100 if you’re broke and miserable?
Widowed clients often feel overwhelmed and they need advisors to sort out their new financial reality (AI-generated image)

One of the most important things advisors can do is recognize that grief doesn’t follow a financial-planning timeline.
Research shows how clients want their advisors to communicate with them (AI-generated image)

Technology clearly has a place in the client relationship, but its value depends on how thoughtfully advisors use it.
Take steps now to ensure your firm can survive if you are no longer running it. (AI-generated image)

Founders don’t have to wait until they start thinking about retirement or see an opportunity to make a sale to start offloading responsibilities.
Image shows a man reading a book about AI
It can be challenging to manage clients and integrate artificial intelligence at the same time. (AI-generated image)

As generative AI expands across personal and professional use, financial advisors are finding new ways to integrate digital tools to streamline their practice.