Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Life Settlements: Letters of Competency
By Robin S. Weinberger and Peter N. KatzThe client who wants to sell a policy needs the capacity to do that.
August 23, 2023
10 'Good News, Bad News' Social Security Survey FindingsGood and bad, these stats underscore clients' need for advisors' help with Social Security decisions.
August 22, 2023
10 Annuity Tax Facts Advisors Should KnowYour clients are bound to have tax questions as annuity sales boom.
August 18, 2023
12 States the Young and Wealthy Are Flocking ToBusinesses, governments and advisors in these states are benefiting from the inflow of young, rich professionals.
August 17, 2023
Jamie Hopkins: What the CFP Mark Really Means NowThe certification will only become more important in the future, the Carson Group exec tells ThinkAdvisor.
August 16, 2023
8 Big Things Clients Don't Know About Estate Planning, Long-Term Care and ProbateAdvisors who can help their clients avoid common pitfalls can deliver significant value throughout the estate planning process.
August 14, 2023
There's No Auto-Pilot Setting for RetirementMarket volatility, inflation and the many challenges associated with life after work mean constant adjustment is needed.
August 10, 2023
12 Best States for Health Care: 2023These states offer the best combination of affordability, accessibility and quality of care, according to WalletHub.