Saturday, October 23, 2021

Homes

Top 10 Best Places to Retire Includes Lots of Florida Locales

U.S. News & World Report’s annual ranking of best places to retire shows the continuing allure of the Sunshine State.

The Checkup Is in the Mail? Soliciting Letter Carriers to Help Deliver Health Care

Two of America’s toughest problems can be tempered with this streamlined solution that's being employed overseas.

Do Your Clients Have an Aging Plan?

Advisors can lead the way to mitigate the overwhelming circumstances more clients will face from life-changing health crises. (By Annalee Kruger)

The Best and Worst States for Long-Term Care

A new long-term care study compared all 50 states and Washington, D.C., across 27 cost, access and quality measures.

Dementia-Friendly ‘Apartment’ Showcases Safer Home Design

Thoughtful design and current technology can increase the safety and quality of life for a person living with dementia.

Remote Work Affects State Residency

Remote work, way up during Covid-19, raises residency questions that could lead to higher taxes for your clients, says a PwC tax expert.

Home Appraisals in a Superheated Market May Disappoint

When a $2.8 million home under contract is appraised for less, the seller may have to eat the difference. (By Mark Walser)

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)

Latest News

Top 10 Best Places to Retire Includes Lots of Florida Locales

U.S. News & World Report’s annual ranking of best places to retire shows the continuing allure of the Sunshine State.

New FPA Group Wants To Improve Profession for Those with Neurological Differences

Advisor Andrew Komarow will lead the effort to better serve advisors and clients with autism, ADHD, dyslexia, dyscalculia, dyspraxia and Tourette Syndrome.

New Annuity Lets RIAs Manage Investments

They can wrap client brokerage accounts, traditional IRAs and Roth IRAs with the lifetime income protection that it offers.

Campaign Demands Release of Renowned Artist From ’Abusive’ Guardianship

The guardianship has forced Peter Max, 84, into isolation and depleted his earnings by more than $16 million.