How to Keep Female Clients After the Loss of a Spouse
By Teresa J.W. BaileyMany advisors get fired by newly widowed clients. Here's how not to become a statistic.
August 30, 2024
Life Settlement Hopes Are No Excuse for Underfunding a Policy TodayMarket veterans look at why a policy sale is a last resort, not a desirable default coverage strategy.
August 22, 2024
New Program Makes Installment Payments an Option for Medicare Part D EnrolleesThe plan is intended to spread the costs of prescription drugs over a number of months.
August 21, 2024
Solving the Decumulation DilemmaA retirement researcher looks at a different way to combine managed accounts with income protection.
August 21, 2024
How to Help Clients Navigate Bonds Before Rate CutsAs bond values rise, advisors should consider the tax impact of any sales, which often are best done within IRAs or 401(k) plans.
August 08, 2024
Debate: Were Texas Courts Right to Pause DOL Fiduciary Standard?The injunction applies to both the investment advice fiduciary standard itself and amendments to PTE 84-24.
August 08, 2024
IRS Clarifies RMD Options for Surviving Spouses Under Secure 2.0The agency's long-awaited RMD guidance answered some questions about new options for these beneficiaries.
August 07, 2024
A Third of Older Americans Face This Health Threat. Advisors Can Help.Advisors can use a vast array of strategies to help clients prepare for the possibility of dementia.