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Money
Longevity
Homes
Work Life
Giving
Estate Planning
Insurance
Advisor Toolbox
Videos
Search
Money
Longevity
Homes
Work Life
Giving
Estate Planning
Insurance
Advisor Toolbox
Videos
Search
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.