Category: Resource Additions

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,…

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…

Debt plays a part in most people’s lives, but many may not know how to start the debt conversation. However, in your role as a trusted advisor, you can help your clients address debt and build better habits for staying…

Many of your clients are asking this question: Should I pay off my mortgage? It’s a big decision to pay off a home, but there isn’t a lot of discussion about it. You are ideally situated to lead your clients…

Rising inflation: There’s no getting around this topic, and your clients are probably calling with questions. They want to know how it will affect their financial planning goals. After all, inflation affects many different areas of the financial plan, including…

Employer-provided benefits are a critical component of any financial plan. However, making benefit elections can be complicated. The good news, though, is that financial advisors can help clients coordinate their benefits with other areas of their financial plans.  Help shepherd…