The True Costs of Retirement Communities, and How Advisors Can Help
By Rob BurgessCosts for developments like The Villages go far beyond the sticker price, but they can be managed with careful planning.
June 11, 2026
PRO
Stifel's Rogue Broker Fiasco Highlights Risks of Structured Notes"It appears as though the inmates were running the asylum with respect to this product," a plaintiffs attorney says.
June 11, 2026
PRO
How to Explore Annuities' Private Credit HoldingsThe assets in life and annuity contracts "can materially influence both performance and risk," wealth advisor Ryan Patton says.
May 29, 2026
Will Life Insurance Policies Be the New Annuities?Todd Buchanan wants advisors to think about the families of clients who have investments but no death benefits.
May 13, 2026
PRO
How to Help Grown Children and Aging Parents With Tough TalksAdvisors "can move a conversation in 30 minutes that a family has avoided for 30 years," planner Jim Crider says.
May 08, 2026
Are Some Annuity Issuers' Prices Crazy?Apollo's CEO raised the question. Other issuers' executives are talking about it.
May 05, 2026
Knighthead Life Smiles at Sharks, Enters U.S. Fixed Indexed Annuity MarketOther life and annuity carriers are finding ways to move forward now, in spite of all the teeth.
May 01, 2026
Tax and Retirement Issues to Watch for in 'Gray Divorce'For advisors, retirement accounts, home sale exclusions and Social Security benefits are all worth considering.