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Wednesday, January 19, 2022
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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
EBRI Says Retirees Need to Save More for Healthcare
The increased savings required to cover rising healthcare costs hasn’t been this big in a decade.
When Does a Divorcing Client Need a Forensic Accountant?
Maybe not as often as their attorneys think. Here’s a look at when it may or may not be beneficial. (By Kathy Costas)
Don’t Assume Clients Know the 2022 Playbook
Reach out to remind them of changes regarding taxes, Social Security and more.
Social Security Bill Sets Scene for Retirement Planning Disaster
Advisors should be aware of 14 changes proposed in the Social Security 2100 Act that could complicate planning.
Creating a Retirement-Ready Nation
State programs with auto enrollment are key to alleviating the retirement savings crisis. (By Amie Agamata)
Advisor Divulges Secrets of Tampa Bay Living
Home prices have climbed but this Florida metro area still offers a relatively low cost of living and a high quality of life. (By Stacy Miller)
00:13:48
ESG: Build Relationships With Older Clients & Their Children
Theresa Gusman, CIO of First Affirmative Financial Network, says ESG has gone from "nice to have" to "must have." She explains how to bring sustainable investing to life for clients.
Prepare Widows for Their ‘New Normal’ and New Relationships
Advisors often fail to ask widowed clients about new relationships and discuss potential remarriage and cohabitation. (By Laura Mattia)
00:21:14
Empower Women Investors
Jill Slomski, founder of Niche Team LLC, explains how to empowering women investors and triple your business.
Walk a Widow Through Major Financial Decisions
Even if she's investment savvy she may not understand all the nuances of revamping her finances as a single person. (By Laura Mattia)
Latest News
EBRI Says Retirees Need to Save More for Healthcare
The increased savings required to cover rising healthcare costs hasn’t been this big in a decade.
Social Security Cheat Sheet
Financial advisor Devin Carroll has developed a "cheat sheet" for 2022 Social Security benefits. It is an easy reference for key provisions.
Higher Mortality, Lower Quality at PE-Owned Nursing Homes, Studies Say
Nursing homes owned by private equity firms and large chains have higher mortality rates and lower quality, according to recent research.
Keep Older Guests Safe During the Holidays
Medical expert offers suggestions on how to reduce COVID-19 risks during this season's social gatherings.
