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Democrats and Republicans alike are concerned about underfunded retirements, although they differ somewhat on how to remedy the situation. One thing everyone can agree on: don't cut my Social Security.
For clients and prospects in or nearing retirement, there is no question that's more important, and knowing how to answer it will give you the edge over the competition with this demographic.
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Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
July 31, August 7, 14, and 21, 2025
AI Marketing for Advisors
Begins October 23, 2025