Moneytree Insights
Get company news, read fresh perspectives on planning, and become a Moneytree master
Advisors, Don’t Sell…Teach for Differentiation
The key to teaching successfully is using your unique strengths and experiences in financial planning.
Calculating Taxable Social Security Benefits – Not as Easy as 0%, 50%, 85%
It is typical for social security benefits to be 85% taxable, especially for clients with higher income sources in retirement, but the benefit subject to taxation can be lower.
Letting A Stranger In My House Cost Me More Than $50,000 (And I Feel Fine)
Do you get excited about where your clients are in their lives? Get genuinely interested and excited with someone and their story, and you’ll find they will be excited to work with you.
When it is Time to Move from Legacy FinTech
How do you know it’s time to move to online SaaS tools even when legacy FinTech software works?
Picture It This Clearly – Part 2
In this second part of a two-part series, Paul encourages you to help create a clear picture for your clients.
3 Ways a Financial Plan can Save a Marriage
How valuable can a financial advisor be to a recently married young couple?