Wednesday, July 28, 2021

Work Life

Advisor and Small-Town Mayor, 67, Blends Tax Service with Public Service

He’s eager to explore the Blue Ridge Mountains at his doorstep, but he isn’t ready to retire yet.

Financial Scammers Snare Millions of Unsuspecting Seniors

Senators and financial advisors step up scam-protection efforts.

Overcome Biases Young Advisors May Have About ‘Old’ People

They can hurt relationships with your best clients and prospects, says this gerontologist. (By Molly Prues)

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)

At 83, This Coach to Financial Advisors Shares Perspective, Wisdom and Motivation

Reading, writing, thinking, listening and 150 crunches a day are just part of his weekday routine, he says.

13 Life Lessons For Our Readers

From family to career and global issues, this coach/consultant for financial advisors covers all bases with wisdom and wit.

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.

Vast Majority Don’t Know How To Generate Retirement Income

Only 10% plan to wait until age 70 to collect Social Security, says new Schroders survey.

Retirements Surge During Pandemic

At least 1.7 million more retired than expected, says a New School report.

Midlife Crisis Drove This Theologian to a Career in Financial Planning

His message for advisors: “Always nurture your passions.”

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.