Topic highlights

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Retirement Planning with the Proceeds of a Business Sale

Help your business-owner client map a strategy that provides income and security in retirement.
Sponsored Content

The Season for 529 Gifting

With gifting on everyone’s mind, now is a great time to discuss 529 plans with clients. Plus a new federal law provides a major incentive for grandparents.
Sponsored Content

A Robust Year for Fixed-Rate Annuities

The year 2023 is expected to finish as a record one for many categories of annuities.
Insurance

Medicare Advantage Increasingly Popular With Seniors — But Not Hospitals and Doctors

Some providers refuse to accept it, coverage can be more limited and studies show it costs taxpayers more than traditional Medicare.
Medicare

Uncle Sam Wants You to Help Stop Bogus Medicare Advantage Sales Tactics

CMM is encouraging seniors and other members of the public to report insurers' misleading or deceptive ads and other promotional materials.
Money

15 Tips To Help Your Clients Save Money

Many wealth people are quite good at watching their spending and looking for bargains. (By Bryce Sanders)
LTC

Why Long-Term-Care Insurance Falls Short for So Many 

Gaps in coverage and soaring premiums require many children to open their wallets and homes to parents who've paid for policies for decades.
Toolbox

My Clients’ Kids Are Financially Clueless

Educating their offspring with these seven tips can also help your clients sleep better in retirement.
Caregiving

Adult Children Discuss the Trials of Caring for Their Aging Parents

They've faced death threats, have had to dig deep into their pockets and are sacrificing their own retirement.
Toolbox

Should You Give Your Clients a Discount?

Sometimes discounting is a fact of life but it’s important to put some ground rules in place. (By Bryce Sanders)
Toolbox

Anti-Poverty Solutions Exclude Older Americans

A Prudential executive and an anti-poverty activist brainstorm on how to turn back the rising tide of senior poverty.
Taxes

Is There a Remedy for RMD Confusion?

Financial planners dish on the hot mess created by new Secure Act 2.0 rules for required minimum distributions.

Latest News

Study Reveals Insight into Affluent American Investors’ Mindsets

Key findings of the study include a noticeable decrease in financial security among affluent Americans.

Did ETF Investors Profit from Hamas Attack?

A U.S. professor stands by his research showing there was a spike in short selling of an Israel ETF leading up to the attacks. The Tel Aviv exchange says the research is inaccurate.

Ex-Wells Fargo CEO Sues Bank For $34 Million In Withheld Pay, Stock

The former CEO says the bank canceled stock awards and withheld a bonus he had earned before stepping down.

Black Swan Fears Drive Caution, Plus 60/40 Three-Decade Performance

VIX sees record trading as looming economic and geopolitical risks keep investors cautious about a potential return of volatility.

Carson Group: Still Too Few Women in Wealth Management

Its latest report confirms the industry has made little progress in gender diversity despite a lot of talk.

Supreme Court Seems Wary of SEC’s In-House Tribunals Without Juries

The Supreme Court discussed a case involving a hedge fund manager in which the SEC brought a civil enforcement proceeding that charged he mislead investors.

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