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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.
Health

Maybe It’s Not Just Aging. Maybe It’s Anemia

A must read if you, your loved ones or your clients age 65+ are fatigued, short of breath and experiencing brain fog.
Work Life

What Federal Employees and You Should Be Concerned About

Federal workers fearful of losing their jobs and anticipated benefits need help figuring out what retirement will look like. (By Ilene Slatko)
Health

Even Grave Errors at Rehab Hospitals Go Unpenalized and Undisclosed

The Trump administration has not determined whether it will continue the effort to rate rehab facilities, according to a CMS spokesperson.
Work Life

How to Fill the Growing Talent Gap

Recruiting retirees for part-time and project work can bring a lot to the table for businesses and younger workers.
Estate Planning

Few Clients Will Pay Federal Estate Taxes, But States May Take A Cut

Although the federal estate tax exemption is high, many states levy their own estate or inheritance taxes that apply at far lower levels.
Health

People with Severe Diabetes Cured in Small Stem Cell Trial

The experimental treatment has yielded striking results, but it has a big drawback.
Technology

Can AI Replace Financial Advisors?

As AI “advisors” gain market share, flesh-and-blood professionals should remember they have a secret weapon — and learn how to leverage it.
Longevity

Are The Latest ‘Biological Age’ Tests Worth It?

At about $500 a test, here's what you should know — and a reminder of what can increase your chance of living longer and healthier.
Practice Management

How to Beat AI and Compete in the Modern World

Even if you serve high-net-worth individuals, you are competing with emerging, transparent business models and with technology.

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Social Security Tech Upgrades Reduce Phone Wait Times

Elimination of scheduled maintenance downtime improves online service, the Social Security Administration reports.

PNC Bank Enters Cryptocurrency Market With Coinbase Partnership

Banking clients and institutional investors will be able to buy, hold and sell crypto using Coinbase’s crypto-as-a-service platform.

A Mid-Year Financial Health Check-up Is Essential for HNW Investors

A Chicago wealth advisor offers a checklist of proactive steps to ensure an optimal financial strategy.

Goldman Sachs Makes Private Credit Available to Defined Contribution Plans

The company's new Private Credit CIT will be in the mix of Great Gray’s Panorix Target Date Series.

Trump Signs New Stablecoin Law

President Trump signed the Genius Act, which could allow digital assets to become an everyday way to make payments and move money.

One Big Beautiful Bill’s $10K Auto Loan Tax Break is Illusory for Most

Only 3% of vehicle buyers will qualify, and most for a far smaller deduction, Caribou reports.

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