Monday, May 17, 2021

Columnists

Going Back to School Won’t Lead to a Better Job for the Pickleball Crowd

Clients in their 50s may fair better with a side hustle instead of another diploma. (By Beth V. Walker)

Help Aging Clients Escape ‘Invisibility’ Syndrome

These four steps can help assure clients they’re being seen, heard. (By Lynn Ballou)

How to Motivate Your Millennial Employees

Seven steps to get your younger colleagues — and you — more proactive. (By Breene Murphy)

Estate Planning for the LGBTQIA+ Community

Ensuring values and wishes are fully honored takes extra steps. (By Deborah Danger)

‘Interviewing’ Reveals Whether Clients Should Start Dream Business

Advisor saves one client from disaster, finds another well-prepared to launch. (By Michelle Rand)

Why Subscription-Based Financial Planning Works

Everyone over 50 needs a financial plan, even if they don’t have $250,000 in investable assets. (By James Brewer)

How to Transition Unprofitable Clients

Continue to care for them as you hand them to your colleagues. (By David Leo)

Mistakes in Five Areas Cause Big Tax Bills For Divorcing Clients

Older clients with more complex assets are at particular risk. (By Kathy Costas)

Are Your Clients and their Healthcare Agents on the Same Page?

Help them identify and reduce conflict now, before a true emergency. (By John Comer)

When Unmarried Older Couples Buy a Home

Help your client find the right threshold of protection. (By Amanda Shuman)

Latest News

Boomers Would Rather Have More Money Than More Free Time, Finds Survey

Nearly one-quarter of boomers say they’d use free time to develop a skill or turn a hobby into a side hustle. (By Ravi Kumar)

Gerontologist Says More People Need Advisors Involved in Long-Term-Care Decisions

Start long-term-care conversations early so you’re not scrambling to help clients raise cash. (by Molly Prues)

Going Back to School Won’t Lead to a Better Job for the Pickleball Crowd

Clients in their 50s may fair better with a side hustle instead of another diploma. (By Beth V. Walker)

Generate ‘Relationship Alpha’ By Teaming with Your Clients’ Tax Professionals

Six strategies for advisors to add value during and well beyond tax-filing season. (By Leslie Geller)