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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.
Sponsored Content

Plan Offers Stability for Anxious Families Planning for College Expenses

Private College 529 Plan provides advisor clients with a price-lock guarantee and a choice of nearly 300 schools.
Money

The Number of ‘Everyday Millionaires’ is Soaring

More Americans are now millionaires thanks to strong real estate markets, rising stock values, and 401(k) investments.
Estate Planning

Few Clients Will Pay Federal Estate Taxes, But States May Take A Cut

Although the federal estate tax exemption is high, many states levy their own estate or inheritance taxes that apply at far lower levels.
Health

People with Severe Diabetes Cured in Small Stem Cell Trial

The experimental treatment has yielded striking results, but it has a big drawback.
Technology

Can AI Replace Financial Advisors?

As AI “advisors” gain market share, flesh-and-blood professionals should remember they have a secret weapon — and learn how to leverage it.
Longevity

Are The Latest ‘Biological Age’ Tests Worth It?

At about $500 a test, here's what you should know — and a reminder of what can increase your chance of living longer and healthier.
Practice Management

How to Beat AI and Compete in the Modern World

Even if you serve high-net-worth individuals, you are competing with emerging, transparent business models and with technology.
Caregiving

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.
LTC

How to Support Family Caregivers

Budget cuts will make it more difficult for seniors to age at home, policy experts warn Congress. (By Noel Evans)
Annuities

How’s Your Clients’ Reliability of Income?

As clients transition from accumulation to decumulation, a new perspective and lifetime income products can help prevent shortfalls.
College Planning

Ivy League Dreams Are an Unhealthy Distraction for Many Families

A college-application advisor faults the fascination with prestige universities and says less-well-known schools are a better fit for most students.

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Healthcare Rollbacks Will Hurt Many Older Americans: KFF

Health policy experts anticipate fallout for early retirees and nursing-home residents under the new budget reconciliation law.

Tariff Volatility Drives Investors to Actively Managed Funds

Analysts say active managers focused on three factors may lead them to outperform the broader market in the months ahead.

Georgia Ponzi Scheme Duped 300 Investors Out of $140M, SEC Alleges

First Liberty Building & Loan started by making bridge loans to businesses but switched to a scam, investigators say.

The One Big Beautiful Bill Offers Opportunities for Advisors, Investors

Financial advisors need to understand these changes to serve their wealthy clients properly.

Being ‘Wealthy’ Harder to Achieve Since 2021

Inflation and soaring costs have raised the amount Americans think it takes to be wealthy. And the number varies by generation.

Vanguard Announces Three New Treasuries-Based ETFs

Vanguard Fixed Income Group now offers 36 fixed income bond ETFs, including 28 index.

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