An August Letter to Clients: Get Creative as You Gear Up for College

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A July Letter to Clients: Elder Care and You

We’re all getting older. As your clients age, their needs may shift to health care and to care-giving. Elder care issues require thought and planning. With this month’s client letter, share some ideas and resources to start planning for this stage of life.

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

Too many people—and probably many of your clients—have neglected to make their wills and other estate-planning documents. No one should wait. Use this month’s client letter to encourage your clients to stop putting off this important planning.

A May Letter to Clients: 7 Disciplines That Lead to Happy Retirement

As in life, there’s more to retirement than having enough money. Your clients may appreciate some suggestions about meaningful ways to continue to devote their talents and energies in retirement. With this month’s client letter, share seven disciplines that can make a retirement with purpose.