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
IRA Year-End Reminders By Eric Eros | Case Planning Qualified Plans IRA year-end reminders 2021 is right around the corner The following reminders can help you
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
Behavioral Finance – Reopening the Economy & Consumer Behavior By Cheryl Harwell | Case Planning & Practice Management Behavioral Finance - Reopening the Economy & Consumer Behavior When COVID-19
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