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Tax Strategy (Before It’s Too Late)
Early Roth Conversion Planning (Don’t Wait Until Q4) Roth conversions are one of the most powerful planning tools—but timing matters more than most clients realize. Too often, the conversation doesn’t happen until Q4… when options are limited and decisions feel rushed. Mid-year is where advisors can be more strategic.…
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What’s one client planning priority that’s changed most in Q2?
We’re far enough into the year to start seeing real shifts in client conversations. What felt urgent in Q1 isn’t always what clients are focused on now. Are you seeing more conversations around: • Cash flow and spending habits? • Market volatility and risk tolerance? • Tax strategy adjustments? • Retirement timing changes?…
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📋 Advisors: What’s the most common estate planning mistake you’re seeing in 2026?
💬 What estate planning gap are you seeing most with clients right now? Estate planning isn’t just for the ultra-wealthy—it’s a critical part of every financial plan. Yet, many clients still have major gaps that can create challenges for their families down the road. For financial professionals, identifying these gaps early…
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Supporting Clients Through Divorce: Navigating Financial Complexity
Divorce rates are down among all cohorts save one: people over age 50. With the rise of so-called “gray divorces”, financial professionals play a vital role in helping clients transition from joint to individual financial lives. Beyond the emotional toll, divorce later in life often involves complex decisions around asset…
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Publications in ESG: From Idealism to Integration
Over the last two decades, ESG (Environmental, Social, and Governance) has evolved from a niche movement to a defining force in modern finance. But as new research shows, ESG may be entering a new and more honest phase. In early studies such as Chen, Song, & Gao (2023), strong ESG scores were found to boost financial…
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What's Suddenly Financial Advisors' Top Competitor?
Artificial Intelligence is quickly reshaping the world. It has already shaken up stock markets and is also poised to disrupt labor markets and potentially boost the economy in ways humanity has never witnessed before. How can financial advisors take advantage of this trend instead of being swept away by it? It just so…