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Advising Clients on Irrevocable Medicaid Trusts: 4 Focus Areas

Advisors need to consider many client-specific priorities and circumstances when assessing this approach.
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Tips for Helping Clients Donate Real Estate

A tax-smart approach to maximize your clients’ philanthropic impact.
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Maximizing Tax Benefits By Bunching Charitable Contributions

Help clients use both the standard deduction and itemized deductions.
Lifestyle

A Slow Traveler Savors Singapore in Small Bites

Our “heritage layovers” are like stepping back in time, while never being more than a few paces away from a fabulous meal. (By Deborah Jacobs)
Insurance

Rural Hospitals Question Whether They Can Afford Medicare Advantage Contracts

Lower reimbursement rates, payment delays and resistance to authorizing patient care have them frustrated with Medicare Advantage.
Lifestyle

Does Your Client Rely Too Much on Online Travel Reviews?

Here are examples of questionable reviewer gripes, and how to advise your client around them so they can enjoy their vacations. (By Bryce Sanders)
Economic/Market Outlook

U.S. Tariff Announcement – A Brexit Moment

The U.S. now, like Britain then, is perceived to be embracing a more isolationist policy. That was the headline, but not the whole story.
College Planning

Credit Scores Could Drop for More than 9 Million Student Loan Borrowers

Federal student loan borrowers have dealt with a chaotic five years of policy changes, inaccurate payment information, and unfulfilled promises of loan forgiveness. And...
Alternatives

2025 Outlook for Comic-Book Investors: Sunny

Here’s how investors can build comic-book collections with confidence as they diversify their assets.
Insurance

Their Physical Therapy Coverage Ran Out Before They Could Walk Again

Private insurers typically limit these sessions to as few as 20 per year, but Medicare and Medicare Advantage tend to be more generous.
Taxes

Mega Roths an Option? 10 Questions to Ask a Retirement Plan Provider

Your clients could miss out on this tax-saving opportunity if they don’t know what their options are and how the rules work. (By. Monica Dwyer)
Lifestyle

The Advisors HNW Clients Often Overlook

In this age of online DIY, your client may not realize the many ways a travel agent’s personalized service adds value. (By Bryce Sanders)

Latest News

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Advisor Admits Defrauding 47 Investors Out of $6.9M

The New Jersey man targeted mostly elderly investors in a Ponzi scheme for three decades.

Americans Scale Back Their Retirement Savings ‘Magic Number’ to $1.26M

Cooling inflation means people believe they’ll need $200K less for retirement than they thought last year, according to a Northwestern Mutual survey.

Social Security Rolls Back Restrictions on Filing for Benefits by Phone

It reversed a much criticized change that was expected to force tens of thousands of Americans to visit offices in person each week.

Schwab Offers Alternative Investments Platform to Retail Investors With $5M

The offer builds on Schwab’s wealth, advice and investment management solutions to better serve HNW and UHNW clients.

What Are the Five Hottest Markets for Home Buyers and Sellers?

A new Zillow report lays out where buyers are finding lower prices and more options, and where sellers are getting top dollar.

Wall Street Bonus Pot Surges to Record High

Wall Street profits are soaring and so are bonuses. But federal policy is muddying the outlook for 2025.

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