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

Jerilyn Klein -

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)

Jerilyn Klein -

10 Cost-Cutting Tips Clients Are Unlikely to Notice

From canceling your luncheon club membership to taking on a college intern, there are plenty of stealthy ways to reduce expenses. (By Bryce Sanders)

Jerilyn Klein -

How to Get Clients to Look Closer at Their Finances

They can’t assume they’ll have enough money to retire if they don’t keep an eye on their investments. (By Bryce Sanders)

Jerilyn Klein -

8 Ways to Get Your Clients to Broaden Their Horizons

Travel can still be practical and enjoyable as we ager, but your clients may need some more convincing to get out the door. (Bryce Sanders)

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Latest news

College Planning

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)

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.

Practice Management

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...

Annuities

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.

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.