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More than two-thirds of credit reports contain errors—and nearly one-third contain errors that could result in the denial of credit, according to one study. Here's how clients can find out what's brewing in their credit files—and how they can improve their credit scores once they do.
Uncertainty about the stability of income streams after a divorce can be nerve-wracking for clients—especially older ones. Help them understand all the sources on the table and their best bets.
Horsesmouth Essential: Divorce is never easy. Help divorcing clients sort through the issues and gather the paperwork they need to move through this life transition as smoothly as possible. They’ll remember your support down the line.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025