Topic highlights

Insurance

What to Tell Clients About Original Medicare

Clients going on Medicare have reached a major milestone. You can help them make the most of it. (By Toby Stark)
Longevity

‘That’s Just Part of Aging’: Long Covid Symptoms Are Often Overlooked in Seniors

Up to 2.5 million older adults have been affected by long covid, research suggests.
Longevity

Why Won’t More Older Americans Get Their Covid Booster?

outside of nursing homes, people generally must find their own boosters, through clinics, local pharmacies or primary care providers.
Longevity

Dychtwald: 5 Habits of Successful Retirees

Adapting them can help “regretful strugglers,” identified by his new study as the largest group of retirees.
Estate Planning

Helping the Newly Widowed

Consolidating IRAs could be a mistake if the deceased spouse was much younger than the surviving spouse, says this advisor.
Homes

The 5 Hidden Costs of Living in the Country

Rural living isn't as inexpensive as you might think once you factor in insurance,gasonline and more.
Money

1031 Exchanges Can Help Clients Defer Taxes

Guiding investment-property owners on 1031 exchanges gives them the greatest chance of success. (By Edward Fernandez)
Money

Eagerness To Start Social Security Benefits Can Backfire

Clients who claim Social Security and pensions too early may forfeit “longevity insurance.” (by John Comer)
Advisor Toolbox

Independent Networks Benefit Older Advisors

They can be less concerned with business operations, plan for succession and spend more time with clients. (By Alex Reffett)
Work Life

Flying Coach is Fine — Once You Build Your Bubble

Cost-conscious travelers who dress well and plan ahead can avoid the headaches that plague the masses, says our columnist.(By Bryce Sanders)

Latest News

Routine Kidney Screening Considered

Kidney experts estimates that 37 million people in the United States have kidney disease, but around 90% do not know they have it.

Bitcoin Pizza? Liquidity Lounge?

Crypto executives are at the Davos gathering seeking to encourage faster adoption of the technology, despite the crypto crash earlier in May.

FSI Continues to Challenge DOL on Independent Contractor Rule

The trade group pledges to defend advisors’ independent contractor status as DOL appeals judge’s decision that rule must stick.

Venture Capitalist Gives Stanford $1.1 Billion for Climate Change School

Stanford University is getting $1.1 billion, its largest gift ever, for a new climate change school.

New Medicare Enrollees May Get Faster Coverage

A proposed rule would eliminate delays faced by people who enroll in months after their 65th birthday.

U.S. Life-Expectancy Drop Exceeds Other High-Income Countries

But it's not just Covid causing a growing gap in life expectancy between the U.S. and other countries.

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