Money

‘In Sickness and in Health’ Shouldn’t End with Divorce

Before parting ways, it’s critical that gray divorcees plan for future healthcare and long-term care expenses. (By Kathy Costas)

Bitcoin Pizza? Liquidity Lounge?

Crypto executives are at the Davos gathering seeking to encourage faster adoption of the technology, despite the crypto crash earlier in May.

Wealth Advisory’s New CEO, 33, Empowers Female Physicians

Student debt, insurance premiums and Covid have delayed financial independence and retirement for many doctors.

New Legislation Could Help Retirees Avoid a Financial Meltdown

If Medicare enrollees are permitted to invest in health savings accounts, this could be popular with clients, says our columnist. (By John Gehri)

Small-Business Owners Misunderstand Retirement Plans

Build your business by helping them realize the savings and tax benefits of 401(k), profit-sharing and cash-balance pension plans. (By Leonard Wright)

Wealth Preservation, Income And Growth In A Black Swan Environment

Older clients in particular may be nervous about the downturn. Here’s what to consider. (By Herbert Blank)

Women Control Charitable Giving, Support Female Entrepreneurs

Women have dramatically increased philanthropic spending and investing in female entrepreneurs, says a UBS survey of 1,400 clients.

Strategies For Picking Profitable Rental Properties

Determining a good risk-adjusted rate of return for directly held real estate involves careful analysis, our columnist explains.(By Rich Arzaga)

Helping the Newly Widowed

Consolidating IRAs could be a mistake if the deceased spouse was much younger than the surviving spouse, says this advisor.

The 5 Hidden Costs of Living in the Country

Rural living isn't as inexpensive as you might think once you factor in insurance,gasonline and more.

Latest News

Routine Kidney Screening Considered

Kidney experts estimates that 37 million people in the United States have kidney disease, but around 90% do not know they have it.

Bitcoin Pizza? Liquidity Lounge?

Crypto executives are at the Davos gathering seeking to encourage faster adoption of the technology, despite the crypto crash earlier in May.

FSI Continues to Challenge DOL on Independent Contractor Rule

The trade group pledges to defend advisors’ independent contractor status as DOL appeals judge’s decision that rule must stick.

Venture Capitalist Gives Stanford $1.1 Billion for Climate Change School

Stanford University is getting $1.1 billion, its largest gift ever, for a new climate change school.

New Medicare Enrollees May Get Faster Coverage

A proposed rule would eliminate delays faced by people who enroll in months after their 65th birthday.

U.S. Life-Expectancy Drop Exceeds Other High-Income Countries

But it's not just Covid causing a growing gap in life expectancy between the U.S. and other countries.