Facebook
Instagram
Linkedin
Twitter
Money
Alternatives
College Planning
Economic/Market Outlook
Equities
ESG
ETFs
Fixed Income
Retirement Plans
Taxes
Work
Longevity
Caregiving
Health
Lifestyle
Real Estate
Estate Planning
Giving
Insurance
Annuities
Medicare/Social Security
LTC
Practice Mgt.
Marketing
Technology
Female Clients
Videos
Insight Centers
Commonwealth Financial Network
DAFgiving360
TM
MassMutual Strategic Distributors
MFS Investment Management
RBC Wealth Management
Events
Webinars
RT65 Magazine
Rethinking Annuities
Navigating Fixed Income
Search
Linkedin
Twitter
Facebook
Instagram
Money
Alternatives
College Planning
Economic/Market Outlook
Equities
ESG
ETFs
Fixed Income
Retirement Plans
Taxes
Work
Longevity
Caregiving
Health
Lifestyle
Real Estate
Estate Planning
Giving
Insurance
Annuities
Medicare/Social Security
LTC
Practice Mgt.
Marketing
Technology
Female Clients
Videos
Insight Centers
Commonwealth Financial Network
DAFgiving360
TM
MassMutual Strategic Distributors
MFS Investment Management
RBC Wealth Management
Events
Webinars
RT65 Magazine
Rethinking Annuities
Navigating Fixed Income
Search
Money
Alternatives
College Planning
Economic/Market Outlook
Equities
ESG
ETFs
Fixed Income
Retirement Plans
Taxes
Work
Longevity
Caregiving
Health
Lifestyle
Real Estate
Estate Planning
Giving
Insurance
Annuities
Medicare/Social Security
LTC
Practice Mgt.
Marketing
Technology
Female Clients
Videos
Insight Centers
Commonwealth Financial Network
DAFgiving360
TM
MassMutual Strategic Distributors
MFS Investment Management
RBC Wealth Management
Events
Webinars
RT65 Magazine
Rethinking Annuities
Navigating Fixed Income
Search
Columnists
Is a Well-Funded, Restful Retirement Possible?
Adult children helping their parents navigate the cost of care and care-related challenges are doubtful.(By Lewis J. Walker)
How to Make the Most of Shore Excursions
In general, this is not the place to pinch pennies if you want to really explore a new destination. (By Bryce Sanders)
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.
How to Help Clients Live a Better ‘Chapter X’
Depressed upon retiring from my financial planning practice, I’ve learned and taught others what’s really needed in retirement. (By Michael Kay)
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)
A Major Marketing Bonanza for Practice-Building Advisors
The multi-generational gray tsunami, which I’m part of, presents the biggest-ever opportunity advisors. (By Lewis J. Walker)
How to Gain Traction in the Hard-to-Crack 401(k) Market
This new opportunity for advisors focuses on an asset class that more employers are adding to their plans.
Social Security: Time for Mythbusting and ‘Haircuts’
Here’s how I’m explaining the current state of Social Security to our clients and adjusting our financial planning. (By Michelle Rand)
A Smarter Way to Start Insurance and Estate-Planning Conversations
Our brains are hardwired to avoid thinking about death, but advisors can use a simple shift to get the conversation going.
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)
Latest News
See all >>
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.
Army Ejects 10 Schools from ROTC Program
The move is part of cost-cutting that slashed the workforce of the Army's Cadet Command.
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.