Many individuals prefer texting for both personal and business purposes, so advisors are likely to receive texts from clients.
An increasing number of small-business owners are looking beyond traditional retirement plan support when using financial advisors and are turning to them for financial planning that expands their access to a wide range of plans.
Women represent one of the most significant opportunities in financial planning, but advisors must help women build and protect their financial independence.
SEC pushes Vanguard Fair Fund distribution plan to 2027.
The most significant gap that tends to emerge when adult children take over their parents’ finances is long-term care and other related health care expenses.
A judge has ruled that three insurers do not have to provide coverage for Newport Group’s potential liabilities from a retirement plan dispute.
Too often, advisors only focus on a client’s primary residence and overlook their vacation or second home.
A gray divorce, typically couples who are age 50 and older, can be one of the biggest financial transitions someone experiences.
Advisors would be wise to heed their own advice when it comes to planning for the transition of their business.
The loss of a spouse can shake a client’s emotional and financial foundation. That’s why a life insurance conversation is vital.
Addressing the Trust Fund’s solvency shortfall will come with a cost for future retirees.
You built your practice on having the hard conversations everyone else avoids. This is simply the one you haven’t added yet.
These services extend traditional retirement projections past standard life expectancy to address various issues associated with 30- to 40-year retirement horizons.
Many retirees believe they have two choices when it comes to withdrawing their retirement funds: either let the 4% Rule guide them and risk running out of money, or put the entire amount into an annuity.
Most retirement plans are built for market risk. Very few are built for life risk. That is why so many of them fail.
Many so-called experts are sharing social media insurance tips that may or may not be accurate, often leaving clients misinformed.
A growing number of advisors are adopting a family-centric approach to financial planning. The results can be very fruitful.
Across key areas of retirement and protection planning, families are making assumptions instead of having conversations.
Nearly six in 10 pre-retirees consider themselves well prepared for retirement, while about four in 10 do not, new LIMRA research finds.
Maybe you’ ve seen Republican Senate nominee Ashley Hinson’ s TV ad. “Ashley Hinson is working to eliminate the death tax, so I don’ t have to sell our home in Aspen or our French vineyard. Considering an estate inherited by a couple has to be worth more than $30 million, or $15 million for an individual, to trigger any inheritance tax, the spawn of a top hedge fund manager is…
