Sample articles
Our robust and growing collection of articles enables you to connect with clients and prospects around their top life challenges and events. These fact-filled articles can be shared through our one-click system on your website, on social media, or by email.
Sample
financialstrategiesforsingles
What are the best financial strategies for singles?
New trends in singlehood, and five strategies for singles to prepare for their financial future.
financiallysupportingadultchildren
How should parents financially support adult children?
Six steps parents can take to financially support their adult children while safeguarding their own finances.
couplesandfinances
How can couples talk more effectively about money?
Five steps for couples to talk more effectively about money and work together to achieve their financial goals.
inheritance
How can I talk to my heirs about their inheritance?
Six strategies to have effective conversations with your family and heirs about your inheritance and legacy wishes.
volunteerinretirement
Where can I volunteer in retirement?
How today's retirees are transforming volunteer roles and potential, and five ideas to optimize your volunteer activities.
lifeexpectancy
How long should I expect to live?
Trends in life expectancy, and how to think about and plan for a longer life.
teachingchildrencharity
How can I teach my children about giving?
Five strategies to teach the importance of giving to children and future generations.
longtermcare
How can I receive long-term care if I need it?
New options in long-term care, and strategies to consider to prepare for long-term care in later life.
workinretirement
Should I consider working in retirement?
New ways you might want to work in retirement, and six strategies to prepare.