Wednesday, July 28, 2021


Seller’s Housing Market Has Clients Age 50-Plus Weighing Options

Four advisors discuss multiple factors affecting client decisions on whether to sell their homes.

Retirement High-Rise Safety in Focus After Surfside

The Surfside condo tragedy in Florida signals the need to guide clients in getting vital safety information.

Housing Market Makes Divorce Clients Wonder: Should They Sell?

Sky-high real estate prices add another factor to the analysis financial advisors do. (By Amanda J. Shuman)

Santa Fe Offers Retirees Culture and Sunshine

Born and bred in England, this advisor who’s made Santa Fe her home for 20+ years highlights its appeal for retirees.

When Wealthy Clients Can’t Get a Typical Mortgage

Affluent investors may be able to get financing through a privately funded non-qualified mortgage. (By John Lynch and John Keratsis)

Seattle is a Pricey Place to Retire — But Offers Ample Rewards

Seattle offers the best things in life, “if you can solve the housing nut,” says this advisor.

Back to School: Retiring to a College Town

University-based retirement communities could be a compelling option for active seniors.(By Beth V. Walker)

Reverse Mortgage Loans Can Reduce Tax Obligations

Here are a number of surprising ways they can empower homeowners. (By Bonny Gilbert)

Helping Clients Cope with Sudden Loss

Conversations and a checklist can make an unexpected death less complicated. (By Monica Dwyer)

Should Clients Move Their Foreign Parents to the U.S.?

Advisors should ask clients these questions to help them determine if such a move is a good idea. (By Luis Strohmeier)

Latest News

Advisors Warm Up To Annuities

A new survey suggests that a growing number of financial advisors will consider annuities that are low cost and less complex.

Private Foundations Increase Giving During Pandemic

A new report shows an uptick in grantmaking during a year marked by COVID-19 and racial justice issues.

RBC Wealth Management-U.S. Appoints Culture Executive

RBC has named Shareen Luze, a 15-year veteran of the firm, as Head of Culture and Field Experience.

Americans Aren’t Getting Enough Social Security Advice

Many financial professionals aren’t advising clients on the best time to file for benefits, a Nationwide survey says.