Taxing financial planning services is not the answer
Proposed legislation in Kentucky that would tax services including financial planning and investment management could significantly harm the way Kentuckians save and plan for retirement.
6 succession planning tips for financial advisors in 2022
Although a solid succession plan requires many detailed steps, here are six quick, important tips for advisors to consider as they embark on this project.
Questions advisors can ask to help clients take action by exploring their money memories
In recent years, understanding and applying concepts of financial psychology have become increasingly important skills used by financial advisors.
Five ways direct indexing could change financial planning
How can financial advisors provide their clients with optimized portfolios but also be sensitive to their unique tax needs while personalizing to reflect their clients’ values and beliefs? One option to consider is direct indexing.
Tech Corner – How to refresh a pivot table in Microsoft Excel
Using a pivot table, you can analyze large amounts of data easily. But as we all know, data can and often does change. To make sure that your data is current, here’s how to refresh a pivot table in Excel.