Weekend Reading for Financial Planners (Mar 27-28)

Weekend Reading for Financial Planners (Mar 27-28)

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with a look at the new health insurance planning opportunities that have emerged under the American Rescue Plan, from the potential to receive several months of “free” (tax-credit-subsidized) COBRA coverage to new rules for Premium Assistance Tax Credits that can produce thousands of dollars in tax savings for those who buy health insurance from state insurance exchanges in 2021.

From there, we have several articles on advisor marketing:

  • What is a “Retargeting Ad” and why retargeting can be an especially efficient way for financial advisors to spend their marketing dollars
  • Why “Email” continues to be the #1 most popular marketing channel for financial advisors (and is becoming more popular with the rise of email marketing automation tools)
  • What it takes to become “an authority” where your expertise attracts your ideal prospective clients
  • The rise of website providers dedicated to working with financial advisors to produce websites at a “reasonable” (i.e., not $20,000+) cost

We’ve also included a number of articles focused on retirement planning:

  • Why new retirees are beginning to look at taking a “gap year” between the end of work and the beginning of retirement (to better figure out what they want to do, and where they want to live, in retirement)
  • How “retirement” itself isn’t just a phase, but continues 6 sub-phases in retirement (that advisors can help their retired clients navigate through)
  • A new approach to thinking about more “flexible” retirement spending strategies and why “spending flexibility” itself is a continuum along which retirees can choose an optimal spending strategy
  • The rise of new Social Security training programs, from the National Social Security Advisor (NSSA) program to the new Registered Social Security Analyst (RSSA) certification

We wrap up with three final articles, all around the theme of (re-)drawing the line between work and home life:

  • How work itself is increasingly becoming “omnipresent”, where “are you available” isn’t a question of whether you’re actually available and have time, but whether you’re ready and willing to give attention to work at that moment
  • How the pandemic gave rise to the staycation (taking a vacation but staying at home), and now the work-from-home work is leading to the rise of the “workcation”
  • The ways that businesses are (re-)designing Paid Time Off programs in the modern environment, from more flexible sick-plus-vacation time, to “forced” vacation days, and floating holidays

Enjoy the ‘light’ reading!

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