Category: Announcements

Many financial advisors face the same age-old struggle – demonstrating their value to clients and prospects. While hours of planning and research are difficult to illustrate to clients, fpPathfinder’s checklists and flowcharts have been helping advisors address these issues by…

It’s been a big lift for our team, and at long last, the SECURE Act 2.0 guide updates are complete. Led by Guide Editor Chris Granger, CFP®, the team reviewed every guide in the fpPathfinder library (there are more than…

Because the SECURE Act 2.0 includes many changes that will be phased in over the next few years, the fpPathfinder team has developed a summary checklist. The “What Important Issues Should I Consider Regarding Changes Made By The SECURE Act…

If you have clients who are business owners, it’s likely they have (or will have) questions about exit strategies. Strategies can range from selling their businesses to having the plan to pass it on to heirs. The topic is complex,…

Every day, we learn about advisors who have developed personalized reports to communicate their value to their clients. Indeed, it’s been impressive to witness advisors’ creativity and ingenuity. As this trend gained momentum, we asked ourselves, “Can we help our…

Members frequently ask, “How does fpPathfinder update checklists, flowcharts, and summary guides?” The following explains how we approach guide updates. The Team Let’s start with the most important part of the guide update equation: The team. Without a doubt, there’s…

You likely have clients who are business owners. Also, with the rise of the gig economy, you may have even more who are 1099 contractors. Regardless, your business owners and 1099 contractors now have financial planning issues you can help…

When the markets go down, the question of whether to implement a tax-loss harvesting strategy can come into play. Indeed, it’s tempting! The strategy can help the advisor “get something out of the decline” for clients. However, while tax-loss harvesting…