Blogs By Author | NaviPlan by InvestCloud

The pandemic's brought three key changes to advisors' retirement planning

Retirement planning has undergone a great deal of change as of late, with evolving client preferences, economic trends, and 18 months of a global pandemic playing major roles. Preview what to expect in my upcoming webinar with Wealth Professional on October 7.

Some advisors aren’t confident discussing healthcare costs with clients

A recent survey reveals insights into the stress levels of investors regarding healthcare costs. In this interview with Karen DeMasters of FA-Mag, I detail how advisors can become more comfortable approaching the topic.

How to help clients plan for health care costs in retirement

Advisors can utilize cutting-edge financial planning tools to help ease clients' concerns by showing them how they can save to cover medical expenses during retirement.

Answering listener mailbag questions on the Animal Spirits podcast

Joining Michael Batnick and Ben Carlson to discuss listener mailbag questions on the Animal Spirits podcast.

How to help HNW clients score a financial planning touchdown

Playing in the NFL is highly lucrative, but careers can be altered—or ended—in an instant by injuries, trades, or other sudden developments. Similarly, high-net-worth individuals and families can also experience surprises which have a serious impact on their financial well-being.

The economics of home ownership

We are excited to sponsor this week's episode of the Animal Spirits podcast in which Michael Batnick and Ben Carlson discuss the economics of home ownership.

How to start your financial life

We are excited to sponsor this episode of the Animal Spirits podcast in which Michael Batnick and Ben Carlson discuss financial decisions facing young investors.

Defining your retirement goal in NaviPlan

We are excited to sponsor today's episode of the Animal Spirits podcast in which Michael Batnick and Ben Carlson discuss retirement savings strategies.

Managing your household budget

We are excited to sponsor this week's episode of the Animal Spirits podcast in which Michael Batnick and Ben Carlson discuss managing a household budget.

Saving retirees from their most egregious spending traps

With senior debt rising and retirement bankruptcy becoming more common, advisors are in the position to help ensure seniors' retirement isn't going to be compromised by poor decision-making and unexpected expenses.

The finances of parenting

We are excited to sponsor this today's episode of the Animal Spirits podcast in which Michael Batnick and Ben Carlson discuss the finances of parenting.

Webinar | Embrace the Third Wave of financial planning

In this recent webinar with Wealth Professional, learn how firm strategies, advisor workflows, and client expectations have evolved over the past 10 years and how the next wave of the financial planning practice will ultimately return greater autonomy to advisors and clients alike.

Articles by Tom Burmeister

Tom Burmeister

Vice president, financial planning

The pandemic's brought three key changes to advisors' retirement planning

Some advisors aren’t confident discussing healthcare costs with clients

How to help clients plan for health care costs in retirement

Answering listener mailbag questions on the Animal Spirits podcast

How to help HNW clients score a financial planning touchdown

The economics of home ownership

How to start your financial life

Defining your retirement goal in NaviPlan

Managing your household budget

Saving retirees from their most egregious spending traps

The finances of parenting

Webinar | Embrace the Third Wave of financial planning

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