NEWS: Daily AI use among financial advisors doubles, yet confidence gaps persist: Horsesmouth survey
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Many service people retire young and start up new careers—and that means you're bound to encounter prospects with military backgrounds in almost any niche. Print out this review of the three systems for calculating military retirement pay. You may need it sooner than you think.
Reservists from all sectors of the armed services are currently being mobilized—and in large numbers. Here's how to help these service members and their families address the financial implications of their departure.
You can lend a hand to the men and women who defend our country by helping to make sure their financial affairs are in order. Here are some ways to reach them, along with background material concerning their special needs.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
The AI-Powered Financial Advisor
Begins October 16, 2025
Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
Begins October 21, 2025