A June Letter to Clients: Estate Planning—Don’t Delay

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An April Letter to Clients: Maximizing Your Social Security

Social Security can provide your clients additional peace of mind. But decisions on when to claim benefits and which method to make a claim can be complicated. With this month’s client letter, help your clients consider their options when evaluating their Social Security choices.

A March Letter to Clients: Best Practices to Minimize an Audit

We’re moving into tax season. You can help your clients by letting them know about some of the red flags that might get the attention of the IRS. With this month’s client letter, help your clients reduce their chances of a tax audit.