Here are answers to Medicare enrollment questions your clients may be asking: Q: If I am still working, can I postpone enrollment? A: It depends. If you’re employed when you turn 65, you can stay on your employer-provided group health plan and defer Medicare as long as you’re not drawing Social Security benefits. One caveat: If […]

When markets are volatile, your clients may be anxious and looking to you for ways to use tax-advantaged strategies to help maximize their wealth. Here are answers to questions clients commonly ask. Q: Should I continue to contribute to my IRA and/or company 401(k)? A: Yes. If you have uninvested assets that you’d like to put […]

As advisors move away from selling products to selling themselves, demonstrating your “value proposition” is more important than ever. Here are answers to questions advisors commonly ask. Q: How can I differentiate myself in a “sea of sameness” in the wealth management industry? A: The most powerful way you can stand out from the competition is […]