Retirement Planning
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You, Your Retirement, and the SECURE Act – GENERAL Audience
Created: December 24, 2019
Categories: Advisor Role/Value, Article, Estate Planning, Financial Planning, General Audience, Retirement Planning, Tax Planning
Description: Use this 1,300-word document to provide a GENERAL AUDIENCE with an overview of what to expect from the newly enacted U.S. SECURE Act -- emphasizing how you might assist them in applying the changes according to their best interests. Refer to separate piece tailored for CLIENT use.
You, Your Retirement, and the SECURE Act – CLIENT Audience
Created: December 24, 2019
Categories: Advisor Role/Value, Article, Client-Focused, Estate Planning, Financial Planning, Politics, Retirement Planning, Tax Planning
Description: Use this 1,300-word document to provide CLIENTS with an overview of what to expect from the newly enacted U.S. SECURE Act -- emphasizing how you will be assisting them in applying the changes according to their best interests. Refer to separate piece revised for GENERAL AUDIENCE use.
16 Things You Can Do To Prepare for the Next Recession
Created: October 18, 2019
Categories: Advisor Role/Value, Article, Expenses, Family Wealth, Financial Planning, General Audience, Listicle, Retirement Planning, Scary Market Insights, Wealth Management
Description: 16 things investors can do to truly strengthen their financial well-being, instead of engaging in market-timing in reaction to a potential recession. Share this 783-word overview with clients and prospects.
What Is Monte Carlo Analysis?
Created: August 23, 2019
Categories: Advisor Role/Value, Article, Client Experience, Financial Planning, General Audience, Retirement Planning, The "What Is ...?" series
Description: This 1,000-word article in our "What Is ...?" series describes how investors can benefit from a Monte Carlo Analysis, includes caveats on best use, and provides a basic illustration on how it works. An accompanying Monte Carlo Sample pdf file provides the assumptions used in the illustration.
Ten Financial Best Practices to Jump-Start Your New Year
Created: December 18, 2017
Categories: Advisor Role/Value, Financial Planning, Listicle, Prospect-Focused, Retirement Planning
Description: Use this 1,050-word list of ten financial best practices for prospecting and public education about basic retirement planning, risk management, estate planning, budgeting, debt management, investing and more. A call to action at the end invites readers to be in touch with you for an exploratory conversation. Tailored for U.S. readers, this piece can be readily revised to apply elsewhere.
On Investing and Entertainment: John Oliver’s Take
Created: June 21, 2016
Categories: Advisor Role/Value, Client Experience, Client-Focused, Expenses, General Letter/E-Mail, Retirement Planning
Description: This 435-word client letter can be used to share John Oliver's recent "Last Week Tonight" popular HBO segment on retirement investing. It summarizes Oliver's key messages and encourages your clients to share the video with others who may find the message appealing -- along with a referral to your firm.
DOL Fiduciary Ruling Client Reach-Out
Created: April 10, 2016
Categories: Advisor Role/Value, Breaking News, Client-Focused, General Letter/E-Mail, Retirement Planning
Description: A 525-word client reach-out on the DOL's new fiduciary rule, reflecting on its strengths and weaknesses, inviting them to contact you with any questions, and reinforcing the true fiduciary care you've been providing all along.
Investing for Retirement Income: Part 3 — Total-Return Investing
Created: March 15, 2016
Categories: Article, Evidence-Based Investing, Fixed Income, General Audience, Investing for Retirement Income, Retirement Planning, Wealth Management
Description: In this three-part series, we’ll explore three ways investors try to prevent low interest rates from consuming their retirement income: dividend-yielding stocks, high-yield bonds and total-return investing. Part 1 covered the disadvantages of using dividend-yielding stocks for this role. Part 2 explored the same for high-yield bonds. This Part 3 explains how to use total-return investing for retirement planning (with a low-cost, globally diversified portfolio tailored for individual goals and risk tolerances). Use the series to communicate these messages to clients and prospects alike.
Investing for Retirement Income: Part 2 — High-Yield Bonds
Created: March 6, 2016
Categories: Article, Evidence-Based Investing, Fixed Income, General Audience, Investing for Retirement Income, Retirement Planning, Wealth Management
Description: In this three-part series, we’ll explore three ways investors try to prevent low interest rates from consuming their retirement income: dividend-yielding stocks, high-yield bonds and total-return investing. Part 1 covered the disadvantages of using dividend-yielding stocks for this role. Part 2 explores the same for high-yield bonds. Part 3 will explain how to use total-return investing for retirement planning (with a low-cost, globally diversified portfolio tailored for individual goals and risk tolerances). Use the series to communicate these messages to clients and prospects alike.
Investing for Retirement Income: Part 1 – Dividend-Yielding Stocks
Created: February 25, 2016
Categories: Article, Evidence-Based Investing, Fixed Income, General Audience, Investing for Retirement Income, Retirement Planning, Wealth Management
Description: In this three-part series, we’ll explore three ways investors try to prevent low interest rates from consuming their retirement income: dividend-yielding stocks, high-yield bonds and total-return investing. Part 1 covers the disadvantages of using dividend-yielding stocks for this role. Part 2 will explore the same for high-yield bonds. Part 3 will explain how to use total-return investing for retirement planning (with a low-cost, globally diversified portfolio tailored for individual goals and risk tolerances). Use the series to communicate these messages to clients and prospects alike.