Candice Pope, APMA®, CRPC™

Two Ways Advisors Can Add Value, Without Picking Stocks

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Are you a high-income earner looking to maximize your retirement investments? 💡 Our new article unpacks the Mega Backdoor Roth Conversion, which can be a game-changer in financial planning. Learn how to go beyond the limits of traditional retirement accounts. #WealthManagement #RothIRA #Insights https://lnkd.in/g8mqYE68

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Do you have a clear roadmap about how much your clients should be saving during each decade of their life? Today’s article looks at financial planning priorities through the decades of your client’s lives, from their 20s to their 70s and beyond. #fintech #financialadvisors #financialplanning #savings

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The 4 Box Strategy® is a simple but effective way to help a client plan for income in #Retirement, covering most of their important expenses while still allowing for growth potential and flexibility throughout retirement 👉 https://lnkd.in/e-K-YJg6 Insights by MassMutual Strategic Distributors' Alex Samoila.

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Catch the replay on how to "Navigate your Retirement Plan" where Tina Schackman, CFA®, CFP® and Antonia Lipovac discuss the benefits of saving in your employer's retirement plan, be it 401(k), 403(b), 457, etc. #retirementplans #retiremenetplanning #401k #403b #457 #retirementplanconsulting https://lnkd.in/gsxYsdge

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Helping clients get a rough estimate of their human life value is useful in deciding how much life insurance they need, and which policy is best. Share this calculator to start.

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We know you help your clients prepare for both short- and long-term financial needs —including planning for a secure retirement. Athene's SVP, Head of Marketing Amanda Steward shares her insights on how financial professionals like you can help guide clients through common retirement planning gaps and surprises. https://ow.ly/kN3H50Ugbq8

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A potential diversifier, income generator, and volatility buffer. As we prepare to move into a new interest-rate environment, it may be time to rethink your fixed-income allocations. Read more about ways to pursue yield opportunities from Yahoo Finance: https://lnkd.in/erneu48V #FixedIncome #InterestRates #AssetAllocation

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Talking to your clients about retirement can be stressful but it doesn’t have to be. As the The Wall Street Journal’s Ansberry Clare explains, perspective, purpose, and planning can turn these worries into excitement. Learn more about these three keys and changing the way your clients think about retirement planning today. Watch the full conversation with Jean Chatzky: https://lnkd.in/ePr2rehN

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🔑 The foundation of financial success is a strong relationship between you and your advisor. Trust, transparency, and personalized guidance are key. Join us on August 29 at 11 AM Central Time for our webinar, Building Strong Client-Advisor Relationships. Discover how a strong partnership with your advisor can help you achieve your financial goals. 📅 Register now and take the next step towards a secure financial future: https://bit.ly/3MlGnjm #FinancialPlanning #WealthManagement #FiduciaryDuty #Webinar

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The Cetera Investment Management Chartbook is a compilation of dashboards, indicators, and timely charts. What is the data saying about the economy and financial markets? Click in the link for our updated Q4 2024 Chartbook to find out: https://lnkd.in/eJeSFmYN

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Building your balanced practice means finding the right model, products, and support to go further, faster. That's what advisors have come to expect at MassMutual Perimeter.

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Hear MMSD's Vern Carlson discuss how clients should vary the rate of their withdrawal in retirement based on portfolio performance, and how clients may want to consider adding a non-correlated asset like participating whole life insurance to that portfolio. Watch now.

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