Highlights

8 Questions to Help Your Clients’ Heirs Save Money

People don’t come with an expiration date so it’s important to ask your clients these questions as soon as possible. (By Bryce Sanders)

Why the World Needs FAs Who Plant Flowers Without Permission

Read this piece, share it with your team, and be inspired to plant the seeds of something special that goes beyond managing money.

New Medicaid Reform Will Impact Advisory Clients

Reduced care, more administrative headaches, and shorter retroactive coverage are coming under the new budget reconciliation law.

Maybe It’s Not Just Aging. Maybe It’s Anemia

A must read if you, your loved ones or your clients age 65+ are fatigued, short of breath and experiencing brain fog.

What Federal Employees and You Should Be Concerned About

Federal workers fearful of losing their jobs and anticipated benefits need help figuring out what retirement will look like. (By Ilene Slatko)

Even Grave Errors at Rehab Hospitals Go Unpenalized and Undisclosed

The Trump administration has not determined whether it will continue the effort to rate rehab facilities, according to a CMS spokesperson.

How to Fill the Growing Talent Gap

Recruiting retirees for part-time and project work can bring a lot to the table for businesses and younger workers.

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)

Few Clients Will Pay Federal Estate Taxes, But States May Take A Cut

Although the federal estate tax exemption is high, many states levy their own estate or inheritance taxes that apply at far lower levels.

What Raising Pug Pups Has Taught Me for Wealth Management

From chewed slippers to investment plans, the journey of patience, trust and celebration applies to puppies and clients alike.

Latest News

The ‘New Normal’: LIMRA: U.S. Annuity Sales Hit Record in First Half of 2025

RILA sales drive quarterly record, but a softening market may be on the way, LIMRA warns.

DAFgiving360 Donors Grant $8.9B to Charities During FY 2025

Financial advisors are playing a an increasingly important role as more clients express charitable intentions.

Vanguard Adds Two Titles to its Fixed Income Model Portfolio Lineup

One new offering aims to preserve capital while the other seeks to maximize returns.

Woman Gets Prison for Hiding Over $90M From the IRS in Overseas Accounts

The defendant and her relatives hid the funds in banks in Switzerland, Panama, Israel and Andorra, authorities said.

Social Security Tech Upgrades Reduce Phone Wait Times

Elimination of scheduled maintenance downtime improves online service, the Social Security Administration reports.

PNC Bank Enters Cryptocurrency Market With Coinbase Partnership

Banking clients and institutional investors will be able to buy, hold and sell crypto using Coinbase’s crypto-as-a-service platform.

A Mid-Year Financial Health Check-up Is Essential for HNW Investors

A Chicago wealth advisor offers a checklist of proactive steps to ensure an optimal financial strategy.