Elements to Offer Planning Tool to XYPN's Fee-Only Advisors
By Dinah Wisenberg BrinThe partnership will provide XYPN advisors with a new resource for financial monitoring, says XYPN founder Michael Kitces.
April 01, 2024
Zinnia Closes on Business That Includes AnnuityNetCourt filings indicate 15 other companies expressed an interest in acquiring the business.
April 01, 2024
20 Hottest Luxury Real Estate Markets: 2024One in five ultra-wealthy individuals plan to invest in real estate this year, according to Knight Frank.
April 01, 2024
How Financial Literacy Month Can Help You, TooThe more you know, the better you can meet the needs of prospects and clients.
April 01, 2024
For High Earners, Roth Catch-Up Contributions Are TrickyUnder Secure Act 2.0, those making more than the threshold will soon have to direct such contributions to Roth accounts.
April 01, 2024
Social Security Claiming: The Case of Two Marriages, Two DivorcesMatters can get complicated when someone has multiple ex-spouses from unions that lasted more than 10 years.
April 01, 2024
We Can't Make Nurses Out of Thin AirThanks to a deep-rooted nurse shortage, ensuring older people get appropriate long-term care is getting harder.
April 01, 2024
How to Find the Right Asset Allocation for Your Retiring ClientTo plan for your client's unique needs, here's what to consider.