'No Better Time Than Challenging Times' for RIAs: Focus Financial's Rudy Adolf
By Jeff BermanThe firm's growth plans include expanding international revenue to 20% of the total, the Focus CEO tells ThinkAdvisor.
January 03, 2023
The 2023 Life, Health and Annuity Prediction AlmanacForecasters are talking about your world. We gave the predictions a structure.
January 03, 2023
Monte Carlo Failures Aren't Plane CrashesDon't let your clients be misled by terrible analogies: Retirement planning "failures" are rarely cataclysmic.
January 03, 2023
12 States Where $1M Goes Fastest in RetirementRetirees might think $1 million sounds like a lot, but it might not be enough in these states.
January 03, 2023
Raise the Payroll Tax Cap to Save Social SecurityNo surprise, Social Security will only be able to pay 76% of promised benefits by 2033 if nothing changes.
January 03, 2023
Delaying RMDs Under Secure 2.0? Beware the 'Great Tax Crunch'Just because clients can wait longer to take RMDs doesn't mean they should. Ed Slott suggests an alternative.
December 31, 2022
Does a Charitable Trust Make Sense for Your Client?Secure 2.0 could lead to more clients using charitable remainder trusts. Here's what to know about these and similar vehicles.
December 31, 2022
How to Handle Tough Situations and Calm Angry Clients"Cooperating with the inevitable" is actually an important action step, Joe Hart of Dale Carnegie Training tells ThinkAdvisor.