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Your clients’ children — whether young or grown — will have their individual financial needs sooner than later. For some families, you can be the professional who leads financial literacy conversations and cement multi-generational relationships. For others, you can lead…

One way that advisors are using fpPathfinder is to leverage it in conjunction with other tools in their own tech stack. We’ve written about how advisors are using it with financial planning software. But in this post, we wanted to…

Every age-based demographic has its particular planning concerns. The more you can prepare for client meetings, the more you’ll uncover opportunities to help your clients plan.  Life Stages & Planning Needs Before your meetings, set aside a few minutes to…

Does your business-owner client need a SEP or a SIMPLE IRA? Will your clients experience the least tax impact if they harvest capital gains or make Roth conversions? This month’s new flowcharts help clients consider the factors that are critical…

For new members, there is a lot to absorb. Whether you’re navigating checklists and flowcharts or filtering through articles on the fpPathfinder blog, knowing where to start can feel like a challenge. Now, your path to making the most of…

When your client experiences a major life event, money is often in motion for one reason or another. Ideally, your client is consulting with you about what to do with the money. Your client could also be talking to the…

It’s never a great experience for clients when they get to the tax return preparation and filing stage of the process only to learn they’ve been underpaying all year. There’s not a single person who likes to pay unnecessary penalties.…

With a new administration comes a new tax plan, and your clients will have questions. The new checklists — one for mass affluent clients and the other for HNW clients — will help you lead and guide productive conversations.  Throughout…