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Advising Clients on Irrevocable Medicaid Trusts: 4 Focus Areas

Advisors need to consider many client-specific priorities and circumstances when assessing this approach.
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Families Beat Tuition Inflation with Unique College Saving Program

Learn about Private College 529 Plan, which offers a list of schools far larger and more diverse than state tuition prepayment programs.
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Maximizing Tax Benefits By Bunching Charitable Contributions

Help clients use both the standard deduction and itemized deductions.
Practice Management

Time Abundance and Scarcity Rattle Retirees

Retirees anticipate endless days of freedom, but a financial advisor can help prepare them for the realities that await them.
Retirement Plans

Vanguard: Working Even A Few Weeks Longer Improves Retirement Success

If clients aren't on track for retirement, working a little longer could be financially life-changing, says a Vanguard Group expert.
Lifestyle

A Slow Traveler Savors Singapore in Small Bites

Our “heritage layovers” are like stepping back in time, while never being more than a few paces away from a fabulous meal. (By Deborah Jacobs)
Insurance

Rural Hospitals Question Whether They Can Afford Medicare Advantage Contracts

Lower reimbursement rates, payment delays and resistance to authorizing patient care have them frustrated with Medicare Advantage.
Money

Steer Parents Away from a Costly Guilt Trip

A new Ameriprise study finds parents from modest means to high net wealth need the help of a financial advisor.
Equities

Why Market Volatility Isn’t Sending These Investors for a Loop

Advisors share how they’re helping clients cope during these dizzying and unpredictable times.
Lifestyle

Does Your Client Rely Too Much on Online Travel Reviews?

Here are examples of questionable reviewer gripes, and how to advise your client around them so they can enjoy their vacations. (By Bryce Sanders)
Money

Moving Clients Beyond the Market Volatility

As clients mentally process their plummeting retirement savings, here are three thoughts for advisors now — and for the rest of 2025. (By Ben Rizzuto)
Estate Planning

Another Strategy to Capture Intergenerational Wealth

As a financial advisor, you ask your clients if they have up-to-date estate plans and you may assist with drafting them. But would you...

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Scarier Than Death Itself? Running Out of Money First, Americans Say

Inflation, taxes and Social Security worry contribute to fear, Allianz Life study finds.

60% of Retirees Wish They Had a Side Gig, Study Finds

Many seek mental stimulation or wish to support their ideal retirement lifestyle, the D.A. Davidson survey reveals.

Women Investors Find Balance Between Patience and Risk

Most women are comfortable taking risk in their investments and cite patience and discipline as their top investing strengths, a Schwab survey reveals.

Advisor Admits Defrauding 47 Investors Out of $6.9M

The New Jersey man targeted mostly elderly investors in a Ponzi scheme for three decades.

Americans Scale Back Their Retirement Savings ‘Magic Number’ to $1.26M

Cooling inflation means people believe they’ll need $200K less for retirement than they thought last year, according to a Northwestern Mutual survey.

Social Security Rolls Back Restrictions on Filing for Benefits by Phone

It reversed a much criticized change that was expected to force tens of thousands of Americans to visit offices in person each week.

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