Reviews written by Celia

The strategies that are most applicable to middle-class clients are of most interest to me, including tax-loss harvesting and Roth conversions.

it will be very helpful to me in advising my near-retirement and early retirement clients

it will be very helpful to me in advising my near-retirement and early retirement clients

Very interesting. I will have to give additional thought to how I might use it in conjunction with MoneyGuidePro for client conversations.

good info for client discussions

This is really helpful and gives me plenty of food for discussion with clients.

Since I don't work with trusts regularly, I would need to replay it to fully understand it, but I would occasionally have a use for some of the material....

Good heads up for what may be coming down the road. Most of my clients are not HNW but there was helpful info here too for people of more...

I appreciate economics webinars like this which help me in discussing expectations with clients, even though I mostly use index funds and a passive approach in my portfolios.

I can see using these charts mainly to help younger clients. Also, I'd love to hear more about how best to dial back risk exposure just before and just...

I really appreciate Craig's clear & simple explanations of this complex topic.

It was very useful for helping me pull together a lot of disparate economic data into a coherent whole I can use to talk to my clients about long-term planning....

Definitely provided some food for thought and further investigation.

I was happy to know that this resource is available.

I'll be looking for updates on this topic. I've been looking for ways to gauge optimal uses of SPIAs in combination w/ stocks and bonds, really happy to see...

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I was glad to attend a webinar on compliance; I'd like to see this happen at least a couple times a year.

It was a huge amt of material in a short time. For me its main benefit is to point out topics to research further.

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ok

Plenty of food for thought! I will be sure to visit the estate-planning issues related to IRAs even with clients with smaller estates.

I may move to Redtail as my practice grows.

I'm very intrigued that this approach may help me better interact with clients regarding their life goals. I have been attempting a life-based approach since I started my...