Chloe Menser – SPSFamily

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

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

Woman attending virtual conference on laptop

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

By Becky Steffens | Senior Growth Strategist Think back to the last time you searched for a product you were planning to buy or a company whose

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

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

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

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

By Cheryl Harwell | Case Planning & Practice Management Behavioral Finance - Reopening the Economy & Consumer Behavior When COVID-19

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

By Cheryl Harwell | Case Planning Behavioral Finance and Current Events The Coronavirus Pandemic and COVID-19: quarantines, temporary business

2020 Pandemic High School Graduations

By Kristi Delongchamp | Firm Development Graduating from high school is a time for celebrating accomplishments, enjoying prom and senior

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

Behavioral Finance: Helping Yourself and Your Clients During These Uncertain Times

By Cheryl Harwell | Case Planning Behavioral Finance: Helping Yourself and Your Clients During These Uncertain Times The Coronavirus, or

Implement Behavioral Finance in Your Client Interactions

By Cheryl Harwell | Case Planning Implement Behavioral Finance in Your Client Interactions While advisors can't completely offset biases that

The “Broker Protocol” FACTs & FAQs

By Matt Vigo The "Broker Protocol" FACTs & FAQs FACTs The "Broker Protocol" (Protocol) is an agreement that was created in August

Two business professionals working on laptop

BEHAVIORAL FINANCE

By Cheryl Harwell BEHAVIORAL FINANCE Behavioral finance is becoming a much more popular discipline in the field of financial planning and

SPS Family Adding APEG to TechStack

SPS Family Adding APEG to TechStack by Kristi Delongchamp Ann Arbor, MI - [January 24, 2020] - The SPS Family has expanded its robust

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