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Money
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Advisor Toolbox
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Money
Longevity
Homes
Work Life
Giving
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Featured
74-Year-Old Scuba-Diving Advisor has No Plans to Retire
His adopted motto: “Run like hell and then drop dead.”
Advisors Leave Retirees Asset Rich, Advice Poor
A new report says advisors are missing out on revenue by not adequately serving retirees.
Sydney vs. Boston? Distance Matters for Health Care Agents
An agent with “boots on the ground” may make better decisions than a faraway child with an MD. (By Deborah Danger)
Breaking Bad: The Bond Market and Inflation
Reconsider fixed income for retirees in an inflationary environment. (By Michelle Rand)
Advisor Tightrope: Keeping Clients Post Divorce
Retaining not just one but both ex-spouses is possible, but you have to put your best foot forward. (By Bonnie Sewell)
How to Transition Unprofitable Clients
Continue to care for them as you hand them to your colleagues. (By David Leo)
When Retirees Succeed at New Businesses — And When They Don’t
Help clients assess these important questions before they embark on a new venture.
How Long Can You Work as an Advisor? Maybe as Long as You’d Like
Now is the time for financial advisors to rethink whether they really want to retire. (By Bradley Jenson)
Financing a Simple Hug: The Role of a Purchase Reverse
This mortgage strategy can make it more affordable for grandparents to move closer to grandchildren. (By Bonny Gilbert)
There’s No Such Thing as ‘Forever’ with Spousal Support
Protect clients by helping them develop a Plan “B” should death, disability or other factors emerge. (By Kathy Costas)
Latest News
Latest News
Annuity Sales Up During Pandemic
Two categories were big winners.
Insurance
The Five Best and Worst States for Health Care at 65+
A new analysis shows states with harsher winters tend to offer better quality health care for older adults. (By Michael LaPick)
Work Life
74-Year-Old Scuba-Diving Advisor has No Plans to Retire
His adopted motto: “Run like hell and then drop dead.”
Money
Advisors Leave Retirees Asset Rich, Advice Poor
A new report says advisors are missing out on revenue by not adequately serving retirees.
