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Saturday, October 23, 2021
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Money
Longevity
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Money
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Trending Now
Failing: Advisors’ Approach to College Planning
Not Your Typical Dividend Fund
The Biggest Mistake Investors Made Over the Last Decade
Prepare Clients Now for Possible Trust, Estate and Gift Tax Changes
Tax Bill Could Be Enacted as Early as Halloween
Money
Not Your Typical Dividend Fund
Dorothy Hinchcliff
-
October 22, 2021
Money
The Biggest Mistake Investors Made Over the Last Decade
Jerilyn Klein
-
October 21, 2021
Estate Planning
Tax Bill Could Be Enacted as Early as Halloween
Jerilyn Klein
-
October 20, 2021
Insurance
Medicare Changes Ahead May Cost Your Clients
Jerilyn Klein
-
October 19, 2021
Work Life
On a Mission to Combat Ageism in the Workplace
Jerilyn Klein
-
October 17, 2021
Topic highlights
Money
Failing: Advisors’ Approach to College Planning
A paradigm shift is needed for paying for college, says this advisor. (By Beth V. Walker)
Estate Planning
Prepare Clients Now for Possible Trust, Estate and Gift Tax Changes
AICPA’s director of tax policy and advocacy dissects the recent House tax proposal and shares concerns. (By Eileen Reichenberg Sherr)
Advisor Toolbox
Advisor Finds Financial Planning is Like Martial Arts
As a life-long martial artist, he has learned that mindset translates well to financial planning. (By DJ Hunt)
Advisor Toolbox
What Advisors Can Learn from Bruce Springsteen and the Rolling Stones
Older clients are very much alive and need non-biased planners who listen well, says this former FPA president.
Longevity
The Checkup Is in the Mail? Soliciting Letter Carriers to Help Deliver Health Care
Two of America’s toughest problems can be tempered with this streamlined solution that's being employed overseas.
Advisor Toolbox
Financial Planning Pioneer Turns to Video Marketing
Longtime RJ advisor Margaret Starner shows her team’s personality in holiday video. (By Laura Garfield)
Work Life
Millennials Need Not Apply
This 74-year-old advisor says his firm focuses on high-end clients; big companies can more efficiently offer low-fee options.
Money
More Investors Want Advisors to Screen for ‘Chemical Footprints’
Older investors using assets to fight toxic chemical pollution can help work toward a healthier society — and build a bridge with younger generations.
Advisor Toolbox
Has the Pandemic Altered Clients’ Retirement Strategies?
Touch base with clients to address how Covid-19 may have impacted their vision of retirement. (By Tina Haley)
Money
Wait, What’s the Definition of ‘Child?’
Legislators in Washington are looking to redefine the word “child” to make more people eligible for advance child tax credits. (By John Gehri)
Work Life
72-Year-Old Physician-Turned-CFP Still Provides Medical Care
Twice a week, he treats teens suffering minor ailments at a juvenile detention center’s clinic.
Longevity
Extra ‘X’ Chromosome Helps Women Age Better
Even without this biological advantage, everyone, at any age, can take steps to improve their health, say experts on aging.
Latest News
Top 10 Best Places to Retire Includes Lots of Florida Locales
U.S. News & World Report’s annual ranking of best places to retire shows the continuing allure of the Sunshine State.
A Family Crisis Changed My Approach to Retirement Planning
As a former accountant turned financial advisor, I am a numbers guy. But after my mother committed suicide six months after retiring, I made major changes.
