Well, it’s been quite a year, hasn’t it?

It feels like the rug was pulled out from under us.

But hopefully there were still some positives to come out of 2020 for you.

One being that you realize the significance of what you do every day. Planning for the unexpected and the protection products you help put in front of clients has never been more important. YOU and the work you do has never been more important.

For us, continuing to provide helpful content was just a small part of the service we hope we delivered to you this year.

Although we are anxiously looking forward to 2021 and everything we have planned to help you make it your best year yet, we like to take time to reflect on how we did.

And look back at what content resonated most with you.

To that end, we’ve compiled a list of the Top 10 Most-Read Posts of the Year. Did you miss any these? You can check them out below:

There are a few factors that make converting a Traditional IRA to a Roth IRA more ideal. Currently, amid the pandemic, we have a combination of factors that have created a bit of a silver lining for those considering a conversion.

In this post, we’ll dig into when it makes sense to do a Roth IRA conversion and 3 reasons why it’s worth having a conversation with clients about it right now.

I’m a creature of habit, and my Saturday morning routine always takes me to my favorite dry cleaners. The owner knows that I work in the financial services industry but made it clear on another occasion that he has an advisor already and one whom he seems to be happy with.

We’ve never talked specifically about his personal finances because I don't  make a habit of talking business with folks unsolicited. I’m uncomfortable with it. On this day however, my friend asked me some questions...

To make it easier for you to share, save, or print the key factors for clients to consider when doing a Roth IRA conversion, we've created an infographic for you. Check it out below.