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Pre-retirees Are Confused, Not Committed

Clients who gain clarity about their desired retirement lifestyle are more likely to commit to  financial strategies to support it. (By Dave Buck)

Why Help Your Clients Maintain Their Social Well-Being?

Clients who feel socially connected are likely to fare better in many ways, and it could benefit your business, too. (By Dave Buck)

A Life Without Titles: An Identify Crisis or Opportunity?

Clients may need help reinventing themselves in retirement as their carefully crafted business cards become artifacts. (By Dave Buck)

Unretirement: A Unique Opportunity to Support Clients

Advisors can help clients explore work options, balance work and lifestyle goals, and evaluate financial implications. (By Dave Buck)

Why Encourage Clients to Downsize and Declutter?

Modern retirees overwhelmed by physical and digital clutter are less likely to have the time and money to enjoy the retirement they desire. (By Dave Buck)

Latest news

Even Grave Errors at Rehab Hospitals Go Unpenalized and Undisclosed

The Trump administration has not determined whether it will continue the effort to rate rehab facilities, according to a CMS spokesperson.

Booming Startups Offer Opportunities for Advisors in These Two States

New business owners need financial professionals with a full range of services, say advisors already eyeing opportunities here.

One Big Beautiful Bill’s $10K Auto Loan Tax Break is Illusory for Most

Only 3% of vehicle buyers will qualify, and most for a far smaller deduction, Caribou reports.

Finalists Named for Awards Honoring Advisors Who Make a Difference

Invest in Others will present awards and donations to advisors' designated charities — ranging from $2,000 to $60,000 — at its upcoming gala.

CFP Board Names Kansas State U. Researcher as 2026 Chair-Elect

Martin Seay’s studies include how consumers seek and use financial advice.