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Advising Clients on Irrevocable Medicaid Trusts: 4 Focus Areas

Advisors need to consider many client-specific priorities and circumstances when assessing this approach.
Sponsored Content

Plan Offers Stability for Anxious Families Planning for College Expenses

Private College 529 Plan provides advisor clients with a price-lock guarantee and a choice of nearly 300 schools.
Money

The Number of ‘Everyday Millionaires’ is Soaring

More Americans are now millionaires thanks to strong real estate markets, rising stock values, and 401(k) investments.
College Planning

Ivy League Dreams Are an Unhealthy Distraction for Many Families

A college-application advisor faults the fascination with prestige universities and says less-well-known schools are a better fit for most students.
College Planning

At 85, New Graduate Is Still Learning and Persevering

After a full, rewarding career, he retired and went on to pursue a degree at Rutgers, the university he dropped out of 60 years earlier.
Practice Management

Summer Reading for the ‘Exceptionally Ambitious’

In his new book, "The Stoic Capitalist," financier and philanthropist Robert Rosenkranz shares advice for advisors and much more.
College Planning

An Opportunity to Join the College Planning Market

This business and mission could be a good fit for an advisor looking to extend their reach and serve more clients.
Insurance

As Insurers Issue Denials, Some Patients Run Out of Options

New federal rules won’t prevent insurers from denying payment for recommended treatment, and they apply only to some types of insurance.
Featured

As Energy Costs Surge, Eastern Governors Blame a Grid Manager

Electricity rates have risen 23% to 40% over 5 years, in 5 states, and officials say grid managers like PJM serve the interests of power companies.
Practice Management

My Saturday Morning Email That Got Clients Talking

The subject line posed a question too important to ignore — and here’s why Saturday was the perfect day to send this message.
Taxes

How Tariffs Could Slam Our Small Business-Owner Clients

As planners, we should provide perspective and strategies to help clients reduce the potential impact of tariff-related changes. (By DJ Hunt)
Estate Planning

Jeffrey Epstein Invested With Peter Thiel, and His Estate Is Reaping Millions

A lawyer for some of Epstein's victims says prosecutor made a mistake by failing to take a key action.

Latest News

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BlackRock Aims to Tap Into Texas Reputation

BlackRock launches an ETF to tap into Texas's growing reputation as a magnet for companies, capital and jobs in the United States.

1 in 3 Baby Boomers Vow to Never Sell Their Home

The reluctance of older homeowners to sell makes it more difficult for younger generations to find a home.

That Unexpected Call From Your Doctor’s Office Could Be a ‘Spoofing’ Scam

Scammers can and do fool caller ID systems to trick seniors and steal their personal information.

RIA Firm’s Rethink of Retirement Investing a Finalist for Research Award

Dunham & Associates whitepaper offers a new approach tailored to increasing life expectancies.

Two Investment Banks Want Out of 20-year-old Settlement

The $1.5 billion settlement with 12 investment banks addressed a scandal over analysts issuing positive research to win business.

Allworth Financial Acquires Two Midwestern Firms

The partnership with Salzinger Sheaff Brock and Sheaff Brock increases Allworth’s AUM and AUA to over $30B

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