Your Last-Chance Financial Planning Checklist

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The Social Security Statement as a Financial Planning Tool

The Social Security statement can be one of your best financial planning tools. Regardless of a client’s age, it can lead to targeted conversations about life planning, financial planning, health insurance, investments, life insurance, tax planning and more. Here’s how to use it to best advantage with clients at every life stage.

The Importance of Creating Small Financial Planning Goals

Focusing only on broad financial goals can make them seem overwhelming and unachievable for clients. But breaking down big goals into smaller, “bite-sized” pieces that are easily tracked can reinforce positive behaviors and motivate clients to reach their long-term goals.