Perspectives

By Mark E. Caner, AEP, ChFC, CLU, CFP®

President, W&S Financial Group Distributors, Inc.

Circuses may be phasing out pachyderms, but financial professionals can’t dismiss the elephant frequently occupying their offices.

Read Article

By Mark E. Caner, AEP, ChFC, CLU, CFP®

President, W&S Financial Group Distributors, Inc.

Claiming strategies can enhance your Social Security benefits — in effect, taking advantage of timing and filing status flexibility in the manner you believe will produce the most beneficial result.

Read Article

By Mark E. Caner, AEP, ChFC, CLU, CFP®

President, W&S Financial Group Distributors, Inc.

Passive investing is a strategy that generally minimizes management activities, and in doing so often minimizes the expenses that accompany active management.

Read Article

In helping clients shape and execute a retirement income strategy, be ready to review IRA drawdown options, as well as designation and distribution options for beneficiaries.

Read Article

By Mark E. Caner, AEP, ChFC, CLU, CFP®

President, W&S Financial Group Distributors, Inc.

Satisfying the need to "know your customer" is essential to maintaining a high quality and consultative representative-client relationship.

Read Article

By Mark E. Caner, AEP, ChFC, CLU, CFP®

President, W&S Financial Group Distributors, Inc.

As a financial professional, equip yourself to help clients understand that many of the issues confronted in retirement’s distribution phase will vary from those of its accumulation phase.

Read Article

Updated

CF-60-0000-1512