News & Articles
Recent updates and the latest guidance for the Financial Planning Profession
White Paper: Social Security, The Next New Trend For Financial Professionals
Free White Paper: Become the trusted advisor retirees turn to for Social Security help. Download our White Paper to learn why advisors with Social Security expertise are in an excellent position to add value to their client relationships.
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Medicaid Primer: Everything You Need to Know
Society of Financial Service Professionals | August 01, 2023Medicaid is a joint federal-state program that finances the delivery of primary and acute medical services, as well as long-term services and supports (LTSS), to a diverse low-income population....
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4 Mistakes Families Make That Increase the Cost of College
Society of Financial Service Professionals | August 01, 2023While the rising cost is certainly a factor, it is often the decisions that families themselves make that cause them to unnecessarily pay more for college than they should (and potentially increase student debt)....
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SECURE Act 2.0: Qualified Charitable Distributions Webinar
Society of Financial Service Professionals | August 01, 2023he SECURE Act and SECURE Act 2.0 brought a sea change in planning for the disposition of retirement assets. The regulations answered some questions and created new ones....
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The Two Types of 457(b) Plans
Society of Financial Service Professionals | August 01, 2023Some of you are aware that there are two types of section 457(b) retirement plans—governmental plans for state and local municipal workers, and “top-hat” plans for highly-paid and managerial employees of tax-exempt employers like hospitals....
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Guidance on Section 305 of the SECURE 2.0 Act of 2022
Society of Financial Service Professionals | July 12, 2023This notice provides guidance in the form of questions and answers with respect to section 305 of Division T of the Consolidated Appropriations Act, 2023, Pub. L. 117-328, 136 Stat. 3559 (2022), known as the SECURE 2.0 Act of 2022 (SECURE 2.0 Act), enacted on December 29, 2022....
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Tips to Help Parents Save for Retirement and Pay for College at the Same Time
Society of Financial Service Professionals | July 12, 2023As financial advisors, you know that your parent clients would do almost anything to give their child the best opportunities for a bright future....
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CRS In Focus Report: The SBA’s Small Business Development Centers Program
Society of Financial Service Professionals | July 12, 2023This notice provides guidance in the form of questions and answers with respect to section 305 of Division T of the Consolidated Appropriations Act, 2023, Pub. L. 117-328, 136 Stat. 3559 (2022), known as the SECURE 2.0 Act of 2022 (SECURE 2.0 Act)....
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Time Horizon Matters
Society of Financial Service Professionals | July 12, 2023After an abysmal year in the broad investment markets, it is easy for many people to swear off investing in general....
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Nine Creative Innovations from the SECURE Act 2.0 of 2022
Society of Financial Service Professionals | July 12, 2023The SECURE Act 2.0 of 2022 law has substantially changed the financial planning landscape, and going forward it will not be business as usual for financial planners....
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Empowering Financial Advisors with the Potential of Online Reviews
Advisor Registry | June 28, 2023In today's digital age, online reviews have become a powerful tool for financial advisors to establish trust, enhance their online presence, and attract new clients. With the rise of platforms like Google Business Profiles and online directories, consumers heavily rely on reviews to make informed decisions. Financial advisors should recognize the potential of online reviews and actively engage with this trend to stay competitive....
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