Practice Management

How to Approach Financial Uncertainty with Your Children 700 350 Andrew McClellan

How to Approach Financial Uncertainty with Your Children

A few tips to help parents navigate any period of financial uncertainty.

Love & Legacy 700 350 Andrew McClellan

Love & Legacy

Do children’s affections impact parents’ bequest intentions?

Take Control of Taxes in Retirement 400 200 Andrew McClellan

Take Control of Taxes in Retirement

It’s not about how much you earn; it’s about how much you can spend.

Millennials & Retirement 700 350 Andrew McClellan

Millennials & Retirement

Are millennials saving enough for retirement? Help them understand why it’s important to start saving now.

Building Your Client’s Retirement Plan 400 200 Andrew McClellan

Building Your Client’s Retirement Plan

Finding the right plan to match each clients’ goals will help contribute to their investment success.

Traditional IRA Calculator 400 201 Andrew McClellan

Traditional IRA Calculator

Contributing to a traditional IRA can create a current tax deduction, plus provide for tax-deferred growth.

An FA’s Guide to Disability Inclusion 400 200 Andrew McClellan

An FA’s Guide to Disability Inclusion

Why to hire more employees with disabilities and how to work with clients with disabilities and help them thrive.

Financial Tips for LGBTQ+ Couples 700 350 Andrew McClellan

Financial Tips for LGBTQ+ Couples

Things that can be done to avoid confusion and make sure certain protections are in place.

Spouse Lifetime Access Trust 700 350 Andrew McClellan

Spouse Lifetime Access Trust

A type of irrevocable trust used to transfer wealth outside your estate.

Asset Transfer and Legacy Planning 700 350 Andrew McClellan

Asset Transfer and Legacy Planning

Strong relationships are key to addressing family wealth transfer.