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Thursday, September 23, 2021
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Money
Longevity
Homes
Work Life
Giving
Estate Planning
Insurance
Advisor Toolbox
Columnists
Search
Money
Longevity
Homes
Work Life
Giving
Estate Planning
Insurance
Advisor Toolbox
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Trending Now
Death Shouldn’t Be ‘the Elephant in the Room,’ says Gerontologist
Clients’ Second Acts Follow National Post-Retirement Trend
Retirees are the Sweet Spot for This 20-Something Advisor
Stopping New Retirees From Making Bad Decisions
Eleven Changes in House Tax Proposal May Affect Your Clients
Estate Planning
Death Shouldn’t Be ‘the Elephant in the Room,’ says Gerontologist
Jerilyn Klein
-
September 23, 2021
Work Life
Clients’ Second Acts Follow National Post-Retirement Trend
Dorothy Hinchcliff
-
September 22, 2021
Estate Planning
Stopping New Retirees From Making Bad Decisions
Dorothy Hinchcliff
-
September 21, 2021
Columnists
Eleven Changes in House Tax Proposal May Affect Your Clients
Jerilyn Klein
-
September 20, 2021
Money
Going Back to School as a Mature Student
Jerilyn Klein
-
September 17, 2021
Topic highlights
Work Life
Retirees are the Sweet Spot for This 20-Something Advisor
He finds most individuals enjoy working with a younger advisor, although there are some exceptions. (By Larry Pershing)
Highlights
72-Year-Old CFP Retired Once and Doesn’t Plan to Again
The former food broker and health plan administrator's role model, his longtime CPA, worked into his late eighties.
Work Life
Traveling Abroad? These Six Easy Tips May Guarantee Royal Treatment
As overseas travel resumes, dress well and bring chocolate, says this coach to advisors of HNW clients. (By Bryce Sanders)
Money
2021 Child Tax Credit May Cause Client Confusion
It can lead to underpayments or opportunities for retirement savings. (By John Gehri and Monica Dwyer)
Advisor Toolbox
WTC Bombing Survivor Implores Advisors to Involve Spouses in Planning
Many WTC surviving wives knew nothing about their family’s finances. On 9/11’s 20th anniversary, the former TD manager asks advisors to help prevent that calamity. (By Greg Murphy)
Advisor Toolbox
What Happens When Couples Can’t Agree on Vaccinating Their Child?
When unmarried couples must make these decisions, they can become particularly contentious. (By Lynette Paczkowski)
Money
Five Tips for Closing the Military Spouse Retirement Gap
Female military spouses face unique challenges when saving for retirement, says this advisor and military wife. (By Stacy J. Miller)
Money
Affluent Clients Benefit From Lifestyle Buckets
Here’s how to help your clients set them up and make spending decisions. (By Amanda Lott)
Money
Is Asia a Good Bet for Older Investors?
Retirees should look to Asia, and China in particular, for growth and income, says this fund manager.
Work Life
Retirees Turn Their Twilight Years into New Beginnings
For many, a hybrid approach offers the perfect balance between work and play. (By Chris Jennings)
Estate Planning
Charity-Minded Clients May Not Know Their Alma Mater Needs Them
With enrollment and endowments shrinking, colleges need money today, says this CFP and college trustee.
Money
Older Working Women are ‘Freaking Tired,’ says Advisor
She challenges you to connect with all your women clients for one week — their answers may surprise. (By Bonnie Sewell)
Latest News
Help Women Avoid the Drain of Excessive Healthcare Costs
You’ll be addressing one of their top concerns and providing a tremendous service, says this advisor.(By Kimberly Foss)
Have the Inflation Conversation with Clients Now
Calm their fears by explaining what’s expected and how they’ll get through it. (By Luis Strohmeier)
