Saturday, October 23, 2021


What Advisors Can Learn from Bruce Springsteen and the Rolling Stones

Older clients are very much alive and need non-biased planners who listen well, says this former FPA president.

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.

Everything You Need to Know About LTC Coverage

Helping clients manage longevity risk is a much better strategy than tackling the ballooning costs of long-term care.

Extra ‘X’ Chromosome Helps Women Age Better

Even without this biological advantage, everyone, at any age, can take steps to improve their health, say experts on aging.

Maintaining A Career, But Working Less, Is the New Goal

Clients are no longer trying to escape work by retiring. They want financial independence — and a second act, says this advisor. (By Lauren Gadkowski Lindsay)

Americans 65+ Get Slammed Financially During COVID-19

Americans 65+ have been facing greater economic hardship and health care disruption than people their age in 10 other wealthy nations.

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)

Death Shouldn’t Be ‘the Elephant in the Room,’ says Gerontologist

End-of-life planning should be considered an integral part comprehensive financial planning, she says. (By Molly Prues)

72-Year-Old CFP Retired Once and Doesn’t Plan to Again

The former food broker and health plan administrator's role model, his longtime CPA, worked into his late eighties.

Help Women Avoid the Drain of Excessive Healthcare Costs

You’ll be addressing one of their top concerns and providing a tremendous service, says this advisor.(By Kimberly Foss)

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.