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Well before an upcoming marriage, have your clients discuss their financial history and future goals. By addressing planning issues early, you'll help them avoid unpleasant surprises down the line.
Today's unwed couples are older and more affluent than in years past—and they require your services even more than most married couples do. Here's how you can offer your help to domestic partners in need of planning advice.
Marriage may be a union of souls, but it's also the quintessential business partnership. Here are some practical tips for effective conversations with married couples.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025