The Long-Term Care Planners' Club Meeting
By Margie BarrieAn LTCI insider went inside, in San Diego. Here's what she saw.
March 28, 2024
Using a Partial Book Sale to Gradually Step AwayThe transition for advisor David Workman and his practice draws on a new LPL program.
March 28, 2024
Here Are 7 Advisors' Top ETF Picks: Advisors' AdviceAdvisors are using ETFs in a number of ways to manage risk and capitalize on market trends.
March 28, 2024
Debate: With Direct File, Is the IRS Inviting Conflict of Interest?The pilot program offers eligible taxpayers in 12 states a cost-free way to submit their federal returns.
March 28, 2024
Are Advisors Giving Conflicted Social Security Advice?Households with advisors claim benefits earlier on average, a new paper by David Blanchett and Jason Fichtner finds.
March 28, 2024
New Bill Changes How Social Security COLAs Are CalculatedThe CPI-E would yield larger benefit increases, lawmakers say, but the story in the numbers is mixed.
March 28, 2024
Behavioral Economics Pioneer Dies at 90Psychologist Daniel Kahneman showed the logic behind puzzling behaviors, like why people refuse to sell stocks that have lost value.
March 28, 2024
10 Trends Shaping Wealth Management in 2024As many investors look beyond prioritizing wealth preservation, wealth managers must get creative, according to Capgemini.