Michael Foguth

Not all CFP®s are tax professionals. And not all financial planning firms handle your taxes. That’s where a CPA or Enrolled Agent comes in. These are the people who actually file your taxes, manage the forms, and ensure everything is accurate. Tax rules change constantly, and accuracy depends on staying current. This is why having the right tax professional matters. And this is just one piece of the professional support most people overlook. In this episode, we break down who you actually need on your team and why it matters. Episode 175 of Childfree Life by Design is out now! Watch the full episode: https://lnkd.in/gfaE2i9G #ChildfreeLifeByDesign #TaxPlanning #CPA #FinancialPlanning #HireProfessionals #TaxAdvice

1

More clients are looking for guaranteed income and protection in today’s markets. Annuities are playing an increasingly important role, and at Athene, we’re focused on helping financial professionals meet this demand with innovative solutions. This Kiplinger article offers a helpful perspective: https://ow.ly/4LOz50WpbVY

7

Retirement planning isn’t just about saving: It's about ensuring your future goals are aligned with your current strategy! March is an ideal time to: • Review retirement accounts and contribution levels • Update beneficiaries if needed • Evaluate asset allocation and projected income needs Regular check-ins allow clients to make informed decisions, optimize growth potential, and feel confident that their long-term financial vision is on course. Foley Connelly helps guide clients through these reviews to ensure they stay on track.

1

1 Comment

This recent retirement income planning webinar is a must-watch if your clients include pre-retirees. When your pre-retiree clients have questions, what is your process to provide answers and options? This lesson includes actionable retirement income planning strategies you can implement into your practice right away. You’re going to learn the top 6 financial planning questions retirees have and see how easy it can be to answer these questions in a highly personalized, efficient manner. https://lnkd.in/eVj6zYfR

1

Don’t delay in planning for a financially secure retirement. Establishing retirement income sources in addition to your STRS Ohio pension — such as a supplemental retirement plan — can better position you to reach your financial goals. Learn more: https://lnkd.in/eBf56KMh

2

The 2025 Social Security Trustees Report is here — and it’s raising important questions for retirement planning. In his latest blog post, Joe Elsasser, CFP®, breaks down what the new projections really mean for your clients—and how proactive advisors can turn uncertainty into opportunity. ✅ Key updates on the OASI depletion timeline ✅ Why now is the time to plan (not panic) ✅ How tools like Social Security Timing® and Tax Clarity® help you model future scenarios with confidence 👉 Read the full post: https://hubs.la/Q03sX0dY0 #RetirementPlanning #FinancialAdvisors #SocialSecurity #Covisum #AdvisorTools

1