Team Sigler at FIG

02/12/2026

“Tax planning” shouldn’t mean a once-a-year checklist.

In 2026, it’s about ongoing strategy, coordination, and helping clients make smarter decisions over time.

This blog breaks down 7 key tax conversations advisors should be having now—from Roth conversions and retirement distributions to estate planning and charitable strategies. If you want to deepen client value and stay proactive in a changing landscape, this is worth the read.

Product R + D The Financial Advisor’s 2026 Tax Planning Guide: 7 Core Conversations by FIG Marketing February 4, 2026 written by FIG Marketing February 4, 2026 311 “The hardest thing in the world to understand is taxes.” Believe it or not, that quote comes from Albert Einstein, not one of your...

01/29/2026

Big advisor event coming up this spring 🎶

ElevateU | March 23–25 | Nashville

Future-focused sessions.
Modern marketing + AI strategies.
Great networking and Nashville nights.

If you want more details, DM me today or express interest here: https://bit.ly/49Pnl1r

01/28/2026

If you use life insurance in advanced planning, this is a session worth attending.

Our next Supercharged Session dives into the technical side of how life insurance works—how policy design, structure, and costs impact performance and planning outcomes.

📅 Tuesday, Feb. 3 | 1:00 PM EST

Register to save your seat and receive access to a FREE Life Insurance Playbook!

01/27/2026

Does conducting annual reviews ever feel like giving a report card?

It doesn't have to. Done right, a thorough review can lead to new ideas, better alignment, and real opportunities to add value for clients. Here are 10 ways advisors see that happen.

Annual performance reviews can open the door to new opportunities and business growth for financial advisors.

01/26/2026

Starting in 2026, certain higher-income clients will be required to make catch-up contributions as Roth, not pre-tax.

This guide breaks down what changed under SECURE 2.0, who’s affected, and how to proactively plan so there are no surprises at tax time.

Product R + D Roth Catch-Up Contributions in 2026: An Advisor’s Guide to the New Rules by FIG Marketing January 7, 2026 written by FIG Marketing January 7, 2026 421 Beginning January 1, 2026, certain higher-income retirement plan participants who make catch-up contributions will generally need to ...

01/23/2026

When your clients have retirement assets that aren’t needed for retirement, are they still positioned efficiently?

This upcoming webinar dives into advanced transfer strategies using life insurance to help clients reduce taxes, address RMDs, and improve multigenerational outcomes, whether the IRA is large or small.

📅 Tue, Jan 27 | 1:00 PM EST

Even if you can't attend live, register to receive a recording in your inbox after the webinar.

01/08/2026

Marketing for financial advisors is shifting fast heading into 2026. Clients expect boutique-level relationships paired with the digital sophistication of national brands, and the firms gaining traction are adapting now.

From niche positioning to authority content, local visibility, and experience-driven referrals, here are five marketing strategies we see rising to the top in 2026.

Marketing + Branding 2026 Marketing Strategies for Financial Advisors: 5 High-Impact Tactics for Independent Firms by FIG Marketing December 19, 2025 written by FIG Marketing December 19, 2025 1.9K The ground beneath independent financial professionals has always shifted, but heading into 2026, the....

01/06/2026

Incredible journey - 𝟝𝟘 𝙮𝙚𝙖𝙧𝙨 𝙨𝙩𝙧𝙤𝙣𝙜!

11/25/2025

Families bring the emotion.

AI brings the clarity.

Advisors bring it all together.

This article breaks down why care planning works best when all three are in the room, and the role each plays in building a care plan that aligns with client goals.

Product R + D Care Planning: How AI and Family Involvement Work Hand-In-Hand by FIG Marketing November 17, 2025 written by FIG Marketing November 17, 2025 368 In the five years since COVID-19 swept quickly through nursing homes, Americans’ desire to age in the comfort, privacy, and independence of...

11/24/2025

As 2025 winds down, many affluent families are taking a step back, not just to review market trends and account balances, but to reevaluate what those numbers mean.

With tax laws clarified, inflation still lingering, and family priorities evolving, financial success is shifting away from just beating benchmarks. More people are asking: Does our wealth support the life we actually want to live?

This article provides a thoughtful examination of how values, purpose, family alignment, and well-being are becoming just as important as assets and performance, and the steps families can take now to enter 2026 with clarity and confidence.

It's time to stop chasing net worth and start chasing real worth. The question to ask yourself is: Does my financial plan support the life I want to live? Here's how to craft a plan that supports your well-being today and in the future.

11/04/2025

Over the next two decades, $124 trillion will transfer from baby boomers to Gen X and millennials, but long-term care costs could derail that legacy.

One extended care event can erode assets, disrupt estate intentions, and burden families.

For you, this isn’t just a health conversation. It’s a wealth-preservation strategy.

Here are five ways to help clients protect their independence, income, and impact for generations to come. 👇

Home care bills and nursing home bills are major threats to your clients' assets.

11/03/2025

Our partners at Waterlily were recently featured in a ‘Watching Your Wallet’ segment with ABC30 Action News!

They speak about the reality of planning for long-term care, including the idea that 20% of people who need support will need that care for more than five years! When you calculate five years with the median cost of a private nursing home room at $128,000 a year, it's clear that the financial toll of care is something many aren't prepared for.

November is Long-Term Care Awareness Month, so it's the perfect time to start helping clients prepare for the future.

We're looking at the cost of long-term care and how a new AI tool can help predict your needs.