A financial advisor’s lifetime relationship with a 55-year-old client can be highly valuable. But what is the average worth in dollars and cents?
A leaner government, less regulation and lower taxes, combined with U.S. leadership in semiconductors and software for Artificial Intelligence, were expected to spark more innovation and investment. In 2016, Mr. Trump inherited an economy that had grown only an average of 1.9% annually during the Bush and Obama presidencies and unemployment at 4.7%.
Tariffs and fear over uncertainty are driving market volatility, a panel of experts said.
High-profile social media stars and former business partners Grant Cardone and Gary Brecka agreed to mediation to address a federal lawsuit filed by Cardone Ventures.
A Jackson National Life’s study has revealed a gap between individual’s perceptions of retirement costs and their financial preparedness.
CFP Board announced the launch of Accelerate & WIN, a comprehensive program designed to accelerate the growth, influence and leadership of female CFP professionals.
After approving a 4.5 cent tax increase, the Strasburg Town Council tied up some final loose ends Monday night on health insurance costs, employee compensation and increases to business and trash fees. For employees, this decision means a monthly increase ranging from $5.54 to $18.46 per pay period, depending on their plan. It is a whole lot more than $18, "council…
A recent survey reveals consumers’ continuing struggles with high inflation are having a “large impact” on their finances.
The CFP Board has published a guide to assist professionals in using generative artificial intelligence (AI) in their professional services.
When I was growing up, I was taught that only lazy people asked for "handouts" from the government in hard times. But I've learned public assistance isn't a handout at all— it's a service our tax dollars pay for. We purchase these promises in good times so we have something for rainy days.
With key Tax Cuts and Jobs Act provisions set to expire on December 31, 2025, the vast majority of Certified Financial Planner professionals warn of major risks to their clients’ financial goals, according to CFP Board’s latest research, the 2025 CFP® Professionals Taxes Survey.
With key Tax Cuts and Jobs Act provisions set to expire on December 31, 2025, the vast majority of CERTIFIED FINANCIAL PLANNER ® professionals warn of major risks to their clients’ financial goals, according to CFP Board’ s latest research, the 2025 CFP ® Professionals Taxes Surve y.. Nearly 9 in 10 CFP ® professionals believe their clients’ financial objectives…
Advisors should lean into conversations with clients and prospects about a range of retirement planning scenarios.
Thrivent announced a refreshed brand and new marketing tagline, “Where Money Means More.”
Insurance and financial plans go hand in hand.
"At current interest and tax rates, it is far cheaper to borrow against the value of one's shares than to sell them and pay taxes on the gains." Elon and his fellow perps do this, all the while planning to steal Social Security by setting up a' cat food commission' to privatize the only retirement most Americans will ever see. According to Forbes, our' first buddy', ersatz'…
RMD rules are more than just guidelines, according to EBRI research released last week, but are clearly a defacto default strategy.
Short and to the point, these one-liners can be used in various scenarios to get prospects to learn more about how you can help them.
When I was growing up, I was taught that only lazy people asked for "handouts" from the government in hard times. But I've learned public assistance isn't a handout at all— it's a service our tax dollars pay for. We purchase these promises in good times so we have something for rainy days.
Premier client service requires us to understand a client’s full perspective, especially when providing retirement advice. What are they focused on in that moment? Why are they interested in partnering with a financial advisor?
