8 New Year's Resolutions That Will Spark Mind-Blowing Growth
By Lloyd LoftonYou could crawl into 2024. Or, you could rule it.
November 14, 2023
Advisors Selling Annuities, Beware: CFP Standards and NAIC Annuity Sales Rules DifferWhen CFP Board rules are stricter than NAIC rules, CFPs must follow the higher standard of care.
November 13, 2023
Help Clients Plan for Unexpected Risks, and Opportunities, in RetirementFor example, "snowbirding" may be more attainable than retirees think, professor Steven Parrish says.
October 18, 2023
Ask the Retirement Expert: Michael Finke on Rethinking the 4% RuleClients often seek a black and white answer about how much spending is "safe," but retirement is messy.
September 28, 2023
Free Medicare Benefits May Not Really Be FreeMedicare Advantage plans are fishing for your clients. Watch for hidden hooks.
September 27, 2023
3 Do's, and 4 Don'ts, for Making a Difference in Your CommunityHogging the free banquet food is not a preferred strategy.
September 27, 2023
How to Help Wealthy Clients Avoid Audits as IRS Cracks DownSome assets popular with wealthy investors, such as real estate, are likely to attract the IRS' attention.
September 20, 2023
Use This Metric to Improve on the 4% Rule, Planner SaysOscar Vives of PNC Wealth Management suggests looking beyond simple probabilities of success and failure.