Broadcasting vs. narrowcasting: Which approach works best?
How savvy advisors can effectively prospect within their own books of business.
In Washington, D.C., the People’ s Action Institute led protests Wednesday outside the headquarters of Blackstone, UnitedHealth and American Gas Association. All three stand to benefit from the GOP budget framework passed Tuesday, which would shower tax cuts on the wealthy while slashing essential services like Medicaid. Protester:“ Use our taxpayer dollars…
The Tax Cuts and Jobs Act is due to expire at the end of this year, but clients who want to save money on their taxes through charitable giving still have some tools they can use,
A recent study tries to capture Americans’ views on how lawmakers should address Social Security’s long-term financing gap.
The Trump administration needs revenue to offset planned trillion-dollar tax cuts. Could they look at retirement accounts?
Morningstar said a flexible strategy called the guardrails approach, when combined with delayed Social Security claiming, was found to yield the highest level of lifetime income.
There is a critical disconnect between how financial advisory firms market themselves and how consumers choose their advisors.
Under the House Ways and Means proposal, those on the health plan will see their health insurance rates go up by $36.76 a month, or roughly $441 a year. The House budget proposal includes a roughly $200 million tax cut by reducing the highest income tax rate from 6.2% to 6%, reducing how much money lawmakers would have to spend. Gilda Cobb-Hunter, D- Orangeburg, a…
A Massachusetts financial advisor claims the SEC is trying to ambush his defense in an annuity sales complaint by adding five surprise witnesses.
A series of recent court filings and decisions are providing some clarity to dueling lawsuits between social media stars and former business partners Grant Cardone and Gary Brecka.
As tens of thousands of federal workers face the sudden loss of employment, it comes with important decisions about their excellent benefits.
Friends may not be aware of what you do or how you can help them.
The two-bucket investment approach is a well-balanced strategy designed to provide both stability and growth.
Congressional Republicans are targeting Medicaid, the government health insurance program for low-income Americans, for hundreds of billions of dollars in savings to help pay for sweeping tax cuts, but the extent of reform is creating intraparty divisions. House Speaker Mike Johnson, Louisiana Republican, insists his conference does not plan to cut…
The U.S. economy is showing momentum in early 2025, despite lingering uncertainty in the wake of the November elections.
The seven sources of getting business from your involvement in community and nonprofit organizations.
A desire for peace of mind is often what leads clients to seek a financial advisor. Inclement weather often presents a challenge to this peace, bringing potential harm to personal and financial wellbeing.
Financial advisors and insurance agents have a unique opportunity to help federal employees who are being laid off..
Crafting an effective value proposition is one of the key ways for a financial advisor to set themselves apart from the competition.
