Wednesday, July 28, 2021

Money

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)

Financial Scammers Snare Millions of Unsuspecting Seniors

Senators and financial advisors step up scam-protection efforts.

Bill-Paying and Budgeting Services Protect Clients From Abuse

Daily money managers help clients with dementia manage financial affairs. (By Paula Canaday-Daeke)

Help Retiring Military Clients Transition to Civilian Life

New veterans often need guidance getting their cash flow, insurance and investments in order. (By Stacy J. Miller)

Don’t Let Clients Go Broke Covering Their Divorce Expenses

In any divorce, the “B” word — budget — should be used early and often. (By Kathy Costas)

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)

AI’s Potential Disruption to Retirement Planning

How are you preparing clients for an average 100-year lifespan that artificial intelligence may bring? (By Christopher C. Giambrone)

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.

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.