SECURE Act 2.0: Roth & RMD Rules for 2026
The SECURE Act 2.0, signed into law on December 29, 2022, as part of the year-end spending bill, builds upon the original SECURE Act of…
October 14, 2025
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6 min read
Using Annuities and Life Insurance for Retirement Planning
As a financial professional, you’re continually seeking ways to optimize retirement income strategies in the face of increasing longevity, market volatility and evolving client expectations.…
September 9, 2025
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8 min read
Why Mutuality Matters for Financial Professionals
In the financial services industry, you’re continuously evaluating where you can best serve your clients, grow your business and build a meaningful career. While compensation,…
September 5, 2025
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6 min read
Strategic Group Vision Insurance Guidance
Vision benefits continue to grow in popularity among employees and demand for them remains high in today’s competitive labor market. With more screen time, aging…
September 3, 2025
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6 min read
Looking for a Firm That Listens to Its Financial Professionals?
In a profession built on trust, relationships and long-term vision, financial professionals know that success isn’t just about numbers, it’s about being part of something…
August 25, 2025
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7 min read
Effective Succession Planning Tips for a Financial Practice
Thompson Financial Group (TFG) has a long history serving clients in the Northern Maine farming community. Started by Potato Farmer Art Thompson in the 1960s,…
August 4, 2025
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7 min read
Run Your Business Your Way: Break Free from Firm Limits
For many financial professionals, building a career under the banner of a large firm once made sense. There was structure. There were resources. There was…
July 25, 2025
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7 min read
Integrated Health: The Impact of Dental Care on Medical Costs
Employers and employees can reduce medical expenses by integrating dental care into overall health management. Research shows that individuals receiving regular dental care can experience…
July 23, 2025
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3 min read