Adopting a child is an emotionally rewarding experience, but there are also financial considerations. Finding ways to help clients with their retirement while providing for their younger family will be critical to their financial well-being.
Many of us can relate to that moment when the clock strikes midnight. We celebrate and reflect on the year ahead. We vow, “This year I’m going to…”, and identify our goal. And while these resolutions are optimistic, they often fall to the wayside. But there’s a way you can help clients achieve their goals.
They don’t need batteries, they never go out of style and wrapping’s a breeze. More importantly, they can make a meaningful difference in someone’s life. Financial gifts are an ideal way for your clients to help their loved ones save, grow and manage their money—and there are lots of options!