Wednesday, January 19, 2022


When Does a Divorcing Client Need a Forensic Accountant?

Maybe not as often as their attorneys think. Here’s a look at when it may or may not be beneficial. (By Kathy Costas)

Why Putting Off Retirement Might Help Ward Off Dementia

A new study shows measurable differences in cognitive decline between those who bow out of the workforce earlier versus later in life.

Video Compliance Doesn’t Have to Be a Nightmare

This Raymond James advisor was fearful because of past experience but sailed through after learning the rules. (By Laura Garfield)

A ‘Transition Ninja’ Contemplates His Own Retirement

Helping clients and other men plan their next acts didn’t prepare this financial planner for the emotions of selling his own RIA firm. (By Michael Kay)

Advisor in Colorado Wildfires Steps Up for Clients

She and others describe why and how they help prepare clients for natural disasters.

Social Security Bill Sets Scene for Retirement Planning Disaster

Advisors should be aware of 14 changes proposed in the Social Security 2100 Act that could complicate planning.

Saving Lives by Advancing Organ Transplants is This Advisor’s Passion

Joseph Z. Kowalsky is a dedicated advocate of cryogenics research.

Creating a Retirement-Ready Nation

State programs with auto enrollment are key to alleviating the retirement savings crisis. (By Amie Agamata)

Prepare Widows for Their ‘New Normal’ and New Relationships

Advisors often fail to ask widowed clients about new relationships and discuss potential remarriage and cohabitation. (By Laura Mattia)

Why I Became a ‘Modern Elder’ and Why You Should, Too

An advisor learning to guide clients to the 100-year-life is eager to share his newly-acquired wisdom. (By Bradley Jenson)

Latest News

EBRI Says Retirees Need to Save More for Healthcare

The increased savings required to cover rising healthcare costs hasn’t been this big in a decade.

Social Security Cheat Sheet

Financial advisor Devin Carroll has developed a "cheat sheet" for 2022 Social Security benefits. It is an easy reference for key provisions.

Higher Mortality, Lower Quality at PE-Owned Nursing Homes, Studies Say

Nursing homes owned by private equity firms and large chains have higher mortality rates and lower quality, according to recent research.

Keep Older Guests Safe During the Holidays  

Medical expert offers suggestions on how to reduce COVID-19 risks during this season's social gatherings.