Columnists

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)

Don’t Let Inherited Annuities Overwhelm Grieving Clients

My experience has taught me that this first interaction isn’t about solutions; it’s about listening, educating and presenting options. (By Marguerita Cheng)

Why New Advisors Struggle — and How to Overcome It

Building a book of business is challenging but possible with the right mindset, tools and support from seasoned advisors. (By David Leo)

How Tariffs Could Slam Our Small Business-Owner Clients

As planners, we should provide perspective and strategies to help clients reduce the potential impact of tariff-related changes. (By DJ Hunt)

Six Ways to Approach Divorce as a Financial-Planning Opportunity

Here’s are the practical ways I guide clients through one of life’s most disruptive transitions — and why this work is so important.

Blended Family Faces $2 Million Oversight

The innocent failure to follow the rules of a pretty vanilla estate-planning technique led to outsized consequences for this family. (By Steve Parrish)

AI Has Become My Constant Companion in Retirement

As a newly retired financial advisor, I’m enjoying the perks of free time — including getting better acquainted with AI.

Beyond the Bottom Line: Helping Our Clients Do Good

By taking the time to really listen to clients, we can enable them to use their wealth to also fulfill their emotional and spiritual needs. (By Kimberly Foss)

Latest News

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Husband-and-Wife Practice in Phoenix Affiliates With Commonwealth

Patrick Funke & Associates has $430 AUM and focuses on retirement plans.

RIA Economic Outlook Index Rises as Inflation Worries Ease

Advisors still fear a possible recession, but a major concern expressed by clients may present an opportunity.

Survey Finds Dangerous Disconnect Between G1 and G2

Advisors who don’t adequately prepare for succession risk losing their successors.

N.J. Independent Advisors Could Be Reclassified as BD Employees

The Financial Services Institute will testify against the implementation of a strict “ABC” contractor rule at a public hearing Monday.

Social Security’s Finances Erode Further and Could Spell Benefit Cuts

If Congress fails to act, the retirement fund will run out earlier than previously estimated.

Most Americans Fear Tariffs Will Hurt Economy and Wallets

A new survey reveals increasing anxiety as price increases affect groceries, clothing and everyday spending.

Survey Highlights Historic Opportunity to Empower More Women to Invest

A Capital Group study reveals four steps financial advisors can take to engage more women clients during the Great Wealth Transfer.

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