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10 Tips to Help Empower Women Investors
Today's woman needs a financial plan to call her own, and this quick guide offers 10 must-know tips to help you get on the right track. You'll learn why a woman's retirement strategy should be different from a man's, how to find a financial advisor you trust, and tips on keeping critical life changes from derailing your plan.
Helping to Guard Your Golden Years: Ways to Help Preserve Your Retirement in a Shifting Economy
Focused on the potential impacts of falling interest rates on your clients’ retirement income plans. It explores the options of extending durations, laddering and maintaining a balanced portfolio, and examines additional considerations such as refinancing opportunities, delaying Social Security benefits and estate planning options.
The Greatest Gift: Outline Your Wishes With an Estate Plan
This 12-page guide helps you understand the basics of estate planning, including areas your will should address (and who should write it), the two types of trusts and how they can help reduce the chance of family conflict, as well as a checklist to help you select the right person to carry out your wishes.
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