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Marketing - Newsletters and Articles
An important aspect of the RIA's business is marketing to existing and potential clients. Providing those individuals with relevant financial, investment and planning information is a useful marketing technique. Mentor RIA Consulting offers a choice of newsletter topics each month on a subscription basis. These articles are designed primarily for use with clients and synopses of our articles appear below.
For more details on the program or to make recommendations on additional topics which you would like Mentor to address, please Contact Us
New and Recent Topics
Updating Your IRA for the Secure Act
PPP Loans: Taxes and Forgiveness
Planning for Social Security
Impact of Sale of ESOP Business
Spend Down Strategies for Retirees
How to Successfully Change Your Tax Residence
Planning with Asset Protection Trusts
Annuities in Your Qualified Retirement Plan
Addressing Family Conflicts in Estate Planning
Working with your Advisor: More than Just Investments
Succession Planning Down on the Farm
Planning Considerations for Unmarried Couples
Charitable Gifting as a Retirement Planning Strategy
Does Your Insurance and Estate Planning Work with Your Financial Plan?
Is a Gun Trust Right for You?
Does Your Financial Plan Work for You?
Six Things You Should Know about Your Power of Attorney
College Education and the Expected Family Contribution
Eight Ways Your Gifts May Go Astray
Investment Activity in Your IRA: Beware the Prohibitions
Five Mistakes to Avoid with your Revocable Trust
Is Your Spouse Protected if You Die Early?
A Primer on Pet Trusts and Planning
What Clients Should Know about Basic Estate Administration
Additional articles available
Introduction to Family Limited Partnerships
Including Your Home in Your Wealth Plan
and many more
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