Posts Tagged :

Retirement

The Retirement Crisis Is Much Worse Than You Think 700 350 sgi@smithgroupinc.com

The Retirement Crisis Is Much Worse Than You Think

According to a recent survey, one in five American adults have nothing saved for retirement or emergencies.

Tax-Efficient Retirement Income 700 350 sgi@smithgroupinc.com

Tax-Efficient Retirement Income

Help clients comprehend how their income sources interact to affect their taxes, and how planning now can help control taxes later.

Social Security Planning 700 350 sgi@smithgroupinc.com

Social Security Planning

To begin the planning process, help your clients understand the basic rules and advantages of Social Security.

The Retirement Income Planning Puzzle 700 350 sgi@smithgroupinc.com

The Retirement Income Planning Puzzle

Tips and strategies top help your clients.

Protected Income in Retirement 700 350 sgi@smithgroupinc.com

Protected Income in Retirement

This video can help you address your clients’ risk of outliving their retirement.

Long-Term Care Cost Planning 700 350 sgi@smithgroupinc.com

Long-Term Care Cost Planning

This Health Care/Long-Term Care assessment helps estimate long-term care costs.

Health Care Cost Planning 700 350 sgi@smithgroupinc.com

Health Care Cost Planning

Your clients may not have discussed it with you, but they are concerned about health care costs.

Client Longevity 700 350 sgi@smithgroupinc.com

Client Longevity

It’s important to take longevity into account when helping clients plan their retirement income.

Women & Retirement 700 350 sgi@smithgroupinc.com

Women & Retirement

Get to know the diverse financial challenges that women face.