5 States Where Older Adults' Life Expectancy Dropped the Most in 2020
By Allison BellIn the country as a whole, the average amount of time left after age 65 fell 1.1 years.
August 24, 2022
Offshore Tax Loophole Helps Americans Cheat IRS, Senate SaysLawmakers investigated after billionaire Robert Brockman was accused of hiding $2 billion in offshore trusts and corporations.
August 23, 2022
15 Simple Questions That Build Bonds With ProspectsOnce you find a common interest with someone new, you have a reason to keep in touch.
August 23, 2022
Nearly Half of Plan Sponsors Seeking New Advisors in 2022: FidelityRetirement plan sponsors want more expertise from their advisors and will search for a better experience.
August 23, 2022
4 Insurers Each Sold More Than $5B in Non-Variable Annuities in Q2: LIMRAOverall individual non-variable annuity sales increased by $21 billion.
August 23, 2022
Georgetown Team Posts Retirement Planning GuideAdvisors could use the questions in the guide to get conversations started with clients.
August 23, 2022
Student Loan Relief Seen Costing Billions and Favoring Top EarnersForgiving student loan debt could cost between $300 billion and $980 billion over 10 years, according to Penn Wharton's budget group.
August 23, 2022
How an RIA Eases Clients' Worries on Volatility, Inflation, Health CareMelissa Weisz, a wealth advisor at RegentAtlantic, runs ThinkAdvisor through some common planning steps she takes with clients.