Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
PPP Borrowers Should Act Fast, Expect More Scrutiny: AICPA
By Melanie Waddell"The SBA is doing more vetting for potential fraud," said Erik Asgeirsson, president and CEO of CPA.com.
January 06, 2021
For Wealthy Women, Tax and Estate Planning Is Weak LinkA Biden administration may mean tax policy changes and should be a wake-up call to women to get their estate plans in order.
January 03, 2021
11 Ways to Hit the Ground Running in 2021With the holidays behind us, it's time to plant the seeds for renewed business growth in 2021.
December 30, 2020
Top Financial Resolutions for the New Year and How to Achieve ThemMoneyRates finds three out of five individuals plan to save more in 2021; many, though, don't know how to manage retirement finances.
December 29, 2020
What's Hurting the Financial Security of Older Americans?Center for Retirement Research looks at why today's retirees are less financially resilient to shocks like a major health event or spouse's death.
December 29, 2020
12 Most Expensive U.S. Cities for Luxury Real EstateCities are ranked by the highest threshold needed for homes to be considered "luxury property," which also is the entry point for buyers.
December 28, 2020
21 Financial Goals for Clients in 2021A group of CPAs has some suggestions for investors to improve their financial lives.
December 28, 2020
3 Social Security Changes Coming in 2021Also, check out three strategies for clients who must take benefits before their full retirement age.