2019 Retirement Calendar and Checklist to Keep Clients on Track

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A Retirement Calendar and Checklist to Keep Clients on Track

Most retirees just want to relax, travel, and visit their grandkids, but the reality is there are still critical financial tasks to accomplish in retirement. Here, we round up the important dates and tasks to prepare clients, whether they are retired, semi-retired, or pre-retirement.

Key Financial Data for 2018

Tax reform was swept through at the end of 2017, with changes that will affect virtually all tax-paying adults in the country. Here is what you need to know about various tax brackets, thresholds, limitations, and exemptions for 2018.

Branding—What Makes You Different?

Don’t assume that prospects will automatically “get” what separates you from other firms. You need to strategically position yourself to leave a good impression and win business. Know the key points to stress.