How Concerned Should Advisors Be About Social Security Cuts? Very.
By Marcia MantellIt's not too early to discuss what a depleted trust fund in 2033 would mean for clients.
December 08, 2025
Why I'm a Zoomers Convert, and You Should Be TooGen Zers are quietly becoming the most valuable assets in financial services, and most firms are missing the boat.
December 08, 2025
How Health Influences Social Security ClaimingHouseholds that make optimal decisions around starting benefits factor longevity into the process. Sometimes that means claiming earlier.
November 26, 2025
These Subtle Tax Planning Moves Can Improve Client OutcomesAdvisors who integrate these considerations into client reviews can minimize tax exposure and strengthen wealth transfer strategies.
November 25, 2025
How to Plan for Single Clients in the Decade Before RetirementThose who are divorced, widowed or never married can face planning challenges that married clients don't.
November 21, 2025
What Wealthy, and Wealthier, Clients Seek in Alternative InvestmentsHere's how advisors can tailor their offerings to "millionaires next door" and "mid-tier millionaires."
November 20, 2025
How to Avoid a Missed RMD PenaltyLegislation has changed the distribution rules, so clients need to have a tax-smart plan in place.
November 14, 2025
5 Engaging Ways to Speak With Wealthy Clients About GivingNational Philanthropy Day presents an opportunity to engage in meaningful conversations about values, legacy and impact.