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Most people wish to do good things with their money, but may need help defining what they want to do and balancing conflicting goals. (By Howard Hook)

Advisor Toolbox

Do You Want to ‘Be Connected’ or ‘Be Right’ with Clients?

It’s not your advice, but whether clients feel satisfied, that matters to them, says this financial behavior specialist. (By Julia Kramer)

Insurance

Researcher: Medicare Advantage Plans Costing Billions More Than They Should

Private insurers that run Medicare Advantage plans have been accused of inflating patient risk scores to boost profits. (By Fred Schulte, KHN)

Longevity

Male Caregivers Gain Recognition as Pandemic Highlights Vital Role

An invisible army of 42 million women, men provide home care to their loved ones.(By Molly Prues)

Money

Financially Empowering Widows

Widows often feel overwhelmed, frightened, angry and disconnected — like many of us have during the pandemic.(By Laura Mattia)

Money

What Investors Should Understand about IPOs

An individual’s risk profile matters more than their age when shopping for these volatile investments. (By Christopher Crawford)

Advisor Toolbox

2022 Retirement Strategies that Avoid Disaster

Here’s what we need to do as advisors to prepare intentional and proactive plans. (By Beau Henderson)

Advisor Toolbox

Understanding Neurodiversity Improves Planning for All

Instead of “firing” difficult clients, try improving how you communicate with them.(By Elizabeth Wolleben Yoder)

Money

Why Retiring Now Is a Bad Idea

Clients planning to downsize or move abroad may be unaware of the true cost of such moves. (By Luis Strohmeier)

Money

Purchasing an Annuity was My 42-Year Financial Mistake

A financial advisor describes an annuity disaster that began when he was 22 years old and is still not over decades later.

Advisor Toolbox

The Road to An RIA — and Something More

For this advisor, starting his own RIA was the only way to provide the kind of planning he believes clients need. Now he coaches other advisors, too.

Latest News

What You Lose When You Lump Clients in Categories

It's a surefire way to misguide clients and sabotage advisor-client relationships, among other things.

His Prognosis was Fatal but His Widow Became a Client for Life

Here are the most important steps that you need to take to ensure you build a long-lasting relationship. (by Laura Mattia)