SPECIAL NEEDS PLANNING: The Able Account
By Vivian J Villers, CFP, AIF, CWS
Three options are available to provide additional funds for the support of a child with a disability
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Advancing the Industry During the Pandemic – A Panel Discussion
By Becky Steffens | Senior Growth Strategist SPS Family's Jennifer Bacarella is an impressive professional As a 2018 InvestmentNews Woman to
Special Needs Planning: The OBRA’93 or “OOPS” TRUST
By Vivian J Villers, CFP, AIF, CWS By now, you know that a person with a disability could be eligible for SSI and Medicaid when they
SPECIAL NEEDS PLANNING: Providing for a child with special needs using a special needs trust
By Vivian J Villers, CFP, AIF, CWS If your child with special needs is receiving government benefits such as SSI and Medicaid, they cannot
Roth Conversion Considerations for Retirees
By Erica Eros | Case Planning/Retirement Consultant The recent Medicare premium and deductible increase may affect retirees on a fixed income If
3 Tips for Gaining New Clients in 2021
By: SPS Family Practice Management With 2020 in the rearview mirror and the economy slowly reopening, many financial representatives are trying
SPECIAL NEEDS PLANNING: New Year’s Resolution – Beneficiary Designations
By Vivian J Villers, CFP, AIF, CWS New Year's Resolution - Beneficiary Designations As part of comprehensive planning, it is
Special Needs Planning: Giving Strategies for a Person with a Disability
By Vivian J Villers, CFP, AIF, CWS As we approach the holidays, I thought it would be helpful to review some gifting ideas for people
The Annual SPS Family Advisor Summit 2020 Is Almost Here!
By Becky Steffens | Senior Growth Strategist Like pretty much every event in 2020, the SPS Family Advisor Summit will be very different than in
SPECIAL NEEDS PLANNING
By Vivian J Villers, CFP, AIF, CWS WHERE IT ALL BEGAN AND THE BASICS Almost everyone knows someone who has a child with a disability
Roth Conversion Considerations
By Erica Eros | Qualified Plans Converting a Traditional IRA or employer-sponsored retirement account to a Roth IRA may offer more flexibility at
THINK LIKE A CHILD
Keith Craig | Marketing Consultant I want to momentarily take you back to childhood days Those days where, as a kid, you had a million ideas
3 Tips for Improving Client Engagement with Your Website
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SPS Family Supports Special Operations Warrior Foundation
By Becky Steffens | Senior Growth Strategist While the year 2020 has been pretty unpredictable, SPS Family's drive to support veterans-based
3-Time WealthManagement Industry Award Winner for 2020!
By Jennifer Bacarella, Sr Vice President | Firm Development In case you missed it, SPS Family was a THREE-TIME WINNER at the annual
PRACTICE MANAGEMENT…DO YOU NEED IT?
By Keith Craig and Ken White | Practice Management Practice Management - do you need it The answer is you're already doing it You're not just
BEHAVIORAL FINANCE AND HOLISTIC PLANNING
By Cheryl Harwell | Case Planning / Practice Management Comprehensive, or holistic, financial planning describes a multidisciplinary approach a
Sigma Financial Corporation Named Runner-Up in Broker-Dealer of the Year Award!
What the Broker-Dealer of the Year Awards Means to Us By Jennifer Bacarella | Executive, Director of Firm Development Every year, Investment
Silent Auction Held to Benefit the Parkland Scholarship Fund
By Jennifer Bacarella, Executive, Director Firm Development Last week, SPS Family held an in-house silent auction to benefit our fourth year of
Strategies for Clients Who Need Cash During the COVID-19 Pandemic
By Erica Eros | Case Planning - Qualified Plans The COVID-19 pandemic has led to temporary changes to the IRA withdrawal rules The Coronavirus
5 Things I Learned as a Panelist at the InvestmentNews Women Adviser Summit
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PANDEMIC DOWNTIME? USE IT TO YOUR ADVANTAGE
By Keith Craig and Ken White | Practice Management We are experiencing unusual times! Times like we have never experienced before, and times we
Behavioral Finance – Reopening the Economy & Consumer Behavior
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BEST PRACTICES for this UNPRECEDENTED TIME
By Keith Craig and Ken White | Case Planning With Excerpts from Financial Independence Group (FIG)'s COVID-19 Response As the coronavirus
The power of “unsubscribing”
By Kristi Delongchamp | Firm Development Unsubscribe! Free yourself Are you like me and get so many emails nowadays that you spend more time
Transitions Can be Tough – Happy Music Helps!
By Michele Bergeron | Firm Development We know how stressful transitioning your book of business to a new broker-dealer can be Throughout the
We Care About Our Representatives…and it’s not just talk.
By Michele Bergeron, Firm Development All Broker-Dealers say they care about their reps, but do they show it At the SPS Family, actions speak
SPS Family Named 4-Time Finalist for 2020 WealthManagement Industry Awards
We are proud to announce that the SPS Family has been named a 4-time finalist in the 2020 WealthManagement Industry Awards (the
Behavioral Finance and Current Events
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We Cultivate Next Generation Financial Advisors
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2020 Pandemic High School Graduations
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Behavioral Finance: Implement Behavioral Finance in Your Client Interactions
By Cheryl Harwell | Case Planning Behavioral Finance: Implement Behavioral Finance in Your Client Interactions While financial professionals
What Are We Proud of at SPS Family?
By Jennifer Bacarella | Executive Director of Firm Development One of the questions we get asked most during recruitment is, "How are you
Behavioral Finance: Helping Yourself and Your Clients During These Uncertain Times
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“Must-Ask” Questions when Looking for a new Broker-Dealer!
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Implement Behavioral Finance in Your Client Interactions
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The “Broker Protocol” FACTs & FAQs
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BEHAVIORAL FINANCE
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Jenny’s Blog, Stardate 04.07.2020
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SPS Family Adding APEG to TechStack
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5 Tips on Attracting Women to Your Firm
By Jennifer Bacarella, Executive Management, Director of Firm Development We have a real need for more female financial advisors in
Building Relationships: Kindness Goes a Long Way
By Jennifer Bacarella, Executive Management, Director of Firm Development Kindness goes a long way In fact, kindness defines every part of a
An Editor’s Musings on Usage and Style
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Ten Fallacies about Identity Theft and Cybersecurity
According to the Privacy Rights Clearing House, approximately 10 billion records have been lost or stolen from businesses, schools, government
My Summer at Sigma and Parkland
Final Blog by intern Sabrina Lieberman I'll be honest - when I first walked into Sigma Financial and Parkland Securities on a snowy January
5 Tips to Budget for Christmas in July
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The Importance of Interns
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5 Tips for Boosting Your Summer Savings
Summer spending can drain your bank account before it's time to drain the pool While summer is a fantastic time to take advantage of great weather
5 Things to Know About a 529 Plan
Whether a child is 8 or 18 years old, you and your clients should financially prepare for his or her college education Many clients have questions
5 Ways to Connect with Your Clients’ College Students
In our last blog post, we discussed the importance of connecting with your clients' college students However, we recognize that financial planning is
Memorial Day 2017 – Reflections and Thoughts
The President of Sigma Financial Corporation, Parkland Securities, LLC, and Sigma Planning Corporation - Jerry Rydell - has been a lifelong proud and
5 Reasons to Connect with Your Clients’ College Students
Your clients are thrilled because this fall those 529 Plans are finally going to good use! The summer before entering college is an exciting, hectic,
THE BUCKET LIST
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Are You on Track for Retirement? Your Personal Super Bowl Sunday…
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‘Tis the Season for Giving…Corporate Responsibility and Charity Selection
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How Effective is Your Customer Service?
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Seven Ways to Show Your Clients They Are Appreciated
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Labor Day 2016: The Value of Work
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Encourage Your “Intrapreneurs” to Innovate!
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What does Freedom and Independence mean to you?
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Women Are Valuable Financial Advisors…
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In the day-to-day life of a broker-dealer, the happiness and satisfaction of its representatives should be among its primary concerns We consider
Back to the Basics: Effectively Communicating Across Generations
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What are you doing in anticipation of the proposed fiduciary rule?
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Are the Hawks Circling?
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Succession Planning: What Happens When a Purchasing Advisor Dies?
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