Facebook
Instagram
Linkedin
Twitter
Money
Alternatives
College Planning
Economic/Market Outlook
Equities
ESG
ETFs
Fixed Income
Retirement Plans
Taxes
Work
Longevity
Caregiving
Health
Lifestyle
Real Estate
Estate Planning
Giving
Insurance
Annuities
Medicare/Social Security
LTC
Practice Mgt.
Marketing
Technology
Female Clients
Videos
Insight Centers
Commonwealth Financial Network
DAFgiving360
TM
MassMutual Strategic Distributors
MFS Investment Management
RBC Wealth Management
Events
Webinars
RT65 Magazine
Rethinking Annuities
Navigating Fixed Income
Search
Linkedin
Twitter
Facebook
Instagram
Money
Alternatives
College Planning
Economic/Market Outlook
Equities
ESG
ETFs
Fixed Income
Retirement Plans
Taxes
Work
Longevity
Caregiving
Health
Lifestyle
Real Estate
Estate Planning
Giving
Insurance
Annuities
Medicare/Social Security
LTC
Practice Mgt.
Marketing
Technology
Female Clients
Videos
Insight Centers
Commonwealth Financial Network
DAFgiving360
TM
MassMutual Strategic Distributors
MFS Investment Management
RBC Wealth Management
Events
Webinars
RT65 Magazine
Rethinking Annuities
Navigating Fixed Income
Search
Money
Alternatives
College Planning
Economic/Market Outlook
Equities
ESG
ETFs
Fixed Income
Retirement Plans
Taxes
Work
Longevity
Caregiving
Health
Lifestyle
Real Estate
Estate Planning
Giving
Insurance
Annuities
Medicare/Social Security
LTC
Practice Mgt.
Marketing
Technology
Female Clients
Videos
Insight Centers
Commonwealth Financial Network
DAFgiving360
TM
MassMutual Strategic Distributors
MFS Investment Management
RBC Wealth Management
Events
Webinars
RT65 Magazine
Rethinking Annuities
Navigating Fixed Income
Search
Lifestyle
The Secret to Finding the Best Travel Bargains
Thinking outside the box and charting your own course can bring savings and a better experience.
America’s Summer Hot Spots Wonder: Will the Vacationers Still Come?
With bookings down, some tourist destinations are reducing prices this summer.
Help! A Cruise Line Charged Us $800 for a Day Trip We Didn’t Take.
Passengers should monitor the ship's messages to discover and contest any incorrect charges to their account.
How to Haggle When There’s No Set Price
Clients traveling overseas this year may appreciate these tips that can make their shopping efforts more successful — and maybe even fun.
Stuck for Hours on a Parked Plane? Here Are Your Rights
Lengthy tarmac delays on domestic flights — defined as more than three hours — spiked from 289 in 2023 to 437 last year.
A Slow Traveler Savors Singapore in Small Bites
Our “heritage layovers” are like stepping back in time, while never being more than a few paces away from a fabulous meal. (By Deborah Jacobs)
Jon Hamm Finds His Way Back to the Hilltop
The 54-year-old actor is back and this time starring as a hedge fund manager in a new TV series.
Does Your Client Rely Too Much on Online Travel Reviews?
Here are examples of questionable reviewer gripes, and how to advise your client around them so they can enjoy their vacations. (By Bryce Sanders)
Why Old Friends Bring Out Our Worst Teenage Selves
Longtime pals can reignite insecurity, leading to unhealthy patterns that leave you with “that ick feeling.”
Sit, Stay, Say Goodbye
Raising service puppies can help individuals find purpose, overcome loneliness and socialize in retirement.
Latest News
See all >>
Husband-and-Wife Practice in Phoenix Affiliates With Commonwealth
Patrick Funke & Associates has $430 AUM and focuses on retirement plans.
RIA Economic Outlook Index Rises as Inflation Worries Ease
Advisors still fear a possible recession, but a major concern expressed by clients may present an opportunity.
Survey Finds Dangerous Disconnect Between G1 and G2
Advisors who don’t adequately prepare for succession risk losing their successors.
N.J. Independent Advisors Could Be Reclassified as BD Employees
The Financial Services Institute will testify against the implementation of a strict “ABC” contractor rule at a public hearing Monday.
Social Security’s Finances Erode Further and Could Spell Benefit Cuts
If Congress fails to act, the retirement fund will run out earlier than previously estimated.
Most Americans Fear Tariffs Will Hurt Economy and Wallets
A new survey reveals increasing anxiety as price increases affect groceries, clothing and everyday spending.
Survey Highlights Historic Opportunity to Empower More Women to Invest
A Capital Group study reveals four steps financial advisors can take to engage more women clients during the Great Wealth Transfer.