Reviews written by Murphy
Murphy
February 19, 2020
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Certainly highlights the importance of having Roth Conversion conversations with clients throughout year.
Murphy
February 12, 2020
10 |
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Certainly highlights the importance of having Roth Conversion conversations with clients throughout year.
Murphy
January 29, 2020
10 |
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Makes it easier to illustrate the benefit of diversification over long periods.
Murphy
January 28, 2020
10 |
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Complicated area clearly presented.
Murphy
December 04, 2019
5.0 |
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Reminds me of the value we bring to our clients by staying current.
Murphy
November 20, 2019
5.0 |
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Perfect timing. Almost every client is asking about Roth conversions this time of year.
Murphy
November 18, 2019
5.0 |
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Multi-Asset Portfolio after inflation of 5.30% over 49 years is a reasonable place to start a financial plan today. I usually use 5% with 2% inflation or 6% with...
Murphy
November 11, 2019
5.0 |
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Info never grows old. Always pick up new info for client conversations.
Murphy
October 30, 2019
5.0 |
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Would it be possible to send Craig questions we would like him to discuss at the start of the program?
Murphy
October 16, 2019
5.0 |
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Amazing how complicated simplification can be. Definitely need year end checklist.
Murphy
October 07, 2019
5.0 |
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Never get tired of hearing this information. Nice to get continuous recap of prior info. Helps to have conversations with current and potential clients. Best taken away was our job...
Murphy
August 12, 2019
5.0 |
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I never grow tired of hearing these updates. Each time I hear something new. Talking points I use every day.
Murphy
July 10, 2019
5.0 |
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Great info. Still need to educate clients about volatility and importance of various buckets to draw from.
Murphy
June 26, 2019
5.0 |
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Good general overview. I agree that we should learn more about annuities. There is a company that sells annuities without commissions and working with NAPFA members. They are...
Murphy
June 10, 2019
5.0 |
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With all that is going on in the financial world today it's great to get Fritz update. Wish it was weekly.
Murphy
May 29, 2019
5.0 |
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One of the best. Great talking points for clients.
Murphy
May 22, 2019
5.0 |
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I need to go back to IRA school. Great value added for those advisors who take the time to become expert in this area. Need further education...
Murphy
April 10, 2019
5.0 |
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Good refresher. Need to cover some of these topics in greater depth.
Murphy
November 19, 2018
5.0 |
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Good talking points for client questions.
Murphy
September 19, 2018
5.0 |
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Since I do not prepare returns it is always good to hear this material over and over.
Murphy
September 12, 2018
5.0 |
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always good to hear info over and over
Murphy
August 13, 2018
5.0 |
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always learning something new. great client talking points
