WealthManagment.com Daily Memo
Wealth Management Daily Memo

MARCH 15, 2019

COLLEGE PLANNING

Don’t Let High-Cost Colleges Prey on Your Clients’ Social Insecurity

The bribery scandal around high-priced elite colleges belies the fact that for most, a high-cost education has less impact on their children’s future than they think.

FULL ARTICLE

ESTATE PLANNING

Should Inheritances be Equal or Fair?

Many parents grapple with the conflict of leaving less to one child.

FULL ARTICLE

SPONSORED CONTENT

Are investors leaving gains on the table?

This new white paper explores a new pre-retirement solution that may offer more growth than Fixed Indexed Annuities, while providing similar downside protection.

DOWNLOAD WHITE PAPER

CLIENT RELATIONS

Five Voicemail Tips for Financial Advisors

There are good and bad messages.

FULL ARTICLE