RightCapital Financial Advisor Blog

Do you feel comfortable talking with your prospects about Social Security?

Do you avoid going deeper with clients in conversations about Social Security because you find it difficult to illustrate potential outcomes in a way that motivates them to act?

What if you could provide prospects with an interactive tool to show the impact different Social Security scenarios would have on their Retirement success?

Are you capturing new clients with tax-efficient drawdown strategy conversations?

Is your practice not growing as fast as you would like?  Are you missing that unique story that captures prospects attention?

We might have an answer for you.

What if you could provide your prospects who are approaching retirement or already retired a new view on how different retirement distribution strategies could save them $1 million or more in taxes?

Timothy Baker, CFP® founded WealthShape after spending over a decade traveling across the United States, helping investors from all walks of life to understand the benefits of disciplined investing, the importance of planning, and above all, the significance of focusing on the things they control to improve the quality of life.

Katie Brewer is a certified financial planner. She started Your Richest Life because she believes that young professionals should have access to a financial coach. Below is our interview with Katie.

There is no denying that our U.S. tax system has become mind-numbingly complex, but it is equally true that tax expenses can represent a significant portion of many clients’ overall expenses in their retirement plan. While it is impractical to incorporate all the tax details in your clients’ retirement plans, it is absolutely critical to be able to reasonably account for tax expenses in the retirement plans you prepare.

Banks, life insurance companies and financial planners are all in the business of identifying and managing risk for their clients. There are a lot of similarities between how banks and life insurance companies manage risk and the tools financial planners use to help clients manage their financial futures. We’d like to compare them and explain how financial planners can take advantage of the methods that banks and insurance companies have learned to manage financial risks.