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Career Changer: Military to Financial-Advisor Business Owner

I made this career transition; here’s what it takes and why firms should consider hiring retiring military and military spouses.
Mike Hunsberger -

An Insider’s Primer on College Admissions

As a wealth advisor and college-planning advisor, I encourage you to share these tips with clients whose kids or grandkids are college-bound. (By Brian Safdari)
Brian Safdari -

N.J. Is Changing Who Has to Pay the ‘Mansion Tax’

The new state budget also increases the tax, but not as much as the governor wanted.
Rethinking65 -

How to Beat AI and Compete in the Modern World

Sara Grillo is a columnist for Rethinking65. Read more of her articles here. If you’re giving away your financial planning for free, you are missing...
Sara Grillo -

Annuities Are for ‘Everyday Millionaires’ Too

Here’s how and why my dad and I discuss annuities with clients — even though these products often still get a bad rap.
Ethan Lohr -

Dual Threats Imperil Nursing Homes and Their Foreign-Born Workers

Over 800,000 immigrants and naturalized citizens comprise 28% of direct-care employees of home-care agencies, facilities and other LTC firms.
Jordan Rau, KFF Health News -

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