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Seven Things Your Airbnb Host Won’t Tell You

Although these problems surfaced in Europe, the tips are also helpful for stateside rentals.

Anticipation of Retirement is Often Better Than the Real Deal

Clients need help transitioning into retirement, whether long-planned or sped up by the Great Resignation. (By Amie Agamata)

Pandemic-Fueled Shortages of Home Health Workers Strand Patients Without Necessary Care

The vast majority of pandemic-related federal financial aid for healthcare has gone to hospitals and nursing homes.

Building a Portfolio of European Vacation Rentals

For clients who want to vacation in Europe, renting makes sense from a financial, legal and practical perspective.(By Deborah L. Jacobs)  

Advisor Encourages Clients to Have a Direction in Retirement

Thirty or 40 years is a long time to watch television all day, he says.(By John Comer)

Latest news

How to Calm Election-Year Jitters

Don’t let politics — even in a presidential election year — influence long-term decisions, say financial advisors.

Bluespring Wealth Partners Acquires Scottsdale, Ariz., firm

Led by husband and wife Kevin and Carrie Dick, KDI Wealth Management oversees $750M in client assets and is rated in the top 10 in state by Forbes.

Named An Executor? What You Need to Know

 If you or your clients are named executor of an estate, understand what’s required to protect from liability. (By Assunta McLane)

Stop Blaming the Leads You Can’t Convert

The truth is, maybe they didn’t trust you enough to hire you. Here’s how to avoid that obstacle.

4 Ways to Use Capital Funding to Transform Your Advisory Firm

Explore these real-life examples that illustrate how you could tap into various financing options to help with your next big endeavor.