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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.
LTC

How to Support Family Caregivers

Budget cuts will make it more difficult for seniors to age at home, policy experts warn Congress. (By Noel Evans)
Annuities

How’s Your Clients’ Reliability of Income?

As clients transition from accumulation to decumulation, a new perspective and lifetime income products can help prevent shortfalls.
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.

Latest News

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GoFundMe Launches Charitable Giving Funds with Vanguard, BlackRock

GoFundMe has 200 million users and could broaden the appeal of donor-advised funds for charitable giving — and centralize giving.

Warren Buffett Donates Record $6 Billion Berkshire Shares

The latest donation boosts his overall giving to charities to well over $60 billion.

Capital Group Boosts Retirement Plan Service With Advisor-Focused Upgrades

 RecordkeeperDirect additions include “fund flexibility” offering investments from other fund families.

Firms Need to Get Back to the Basics of Organic Growth, Report Urges

Some that use artificial intelligence for prospecting are reporting huge gains in lead generation.

Seniors Outnumber Children in 11 States and Almost Half of Counties

There are still more kids than older adults, but that difference is shrinking as more boomers hit 65.   

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.

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