Using the Rule of 300 to Motivate Clients

Using the Rule of 300 to Motivate Clients

You want clients motivated about their financial future. Unfortunately, some may have a difficult time prioritizing goals in the distant future. The Rule of 300 is a simple way to put goals into a present perspective. In this video, we will discuss how this simple...
SECURE Act – Going Part-Time Part 1

SECURE Act – Going Part-Time Part 1

The SECURE Act will affect clients that choose to go part-time rather than retire. The changes will be a mixed bag for those that can retire but choose to keep working. In this video, we will look at the opportunities and challenges with these new rules. We will...