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Longevity

Help Clients So Much More by Being Proactive Instead of Reactive

Talk with them now about how to anticipate challenges and improve their quality of life. (By Catherine M. Seeber)

Work Life

Numbers-Loving Chemical Engineer Found her Midcareer Passion as a CFP

“I want people to be the hero of their plan, financial health, fitness,” she says.

Advisor Toolbox

‘Get Your Mess Kit in Order,’ Advisor Tells Military Clients

Veterans need to get a better handle on their military benefits, says this former U.S. Army lieutenant. (By Donald Mosby Rembert)

Money

Five Ways Retirees and Pre-Retirees Are Preparing for a Post-Pandemic World

This advisor's clients have become more optimistic more generous and more proactive. (By Michelle Clary)

Insurance

Coastal Flooding Is Putting Retirement Savings at Risk

The value of homes in some coastal areas have dropped. Owners of homes in high-end coastal areas face rising insurance premiums.

Advisor Toolbox

How Financial Advisors Can Equitize Their Employees

There are multiple paths to equitization — here are some considerations. (By Christopher Toumajian)

Work Life

Rainmaker, 70, Sold Her Planning Practice but Isn’t Slowing Down

“Mentally, I have a lot of energy and life experience that I want to share and give,” she says.

Estate Planning

Lessons from Prince, Michael Jackson and Paul Mitchell

Several high profile cases offer some clues on how to avoid tax controversy in estate valuation.(By Jon Barooshian)

Latest News

Annuity Sales Up During Pandemic

Two categories were big winners.

The Five Best and Worst States for Health Care at 65+

A new analysis shows states with harsher winters tend to offer better quality health care for older adults. (By Michael LaPick)