Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Medicare Plans for the Life and Annuity Specialist
By Lamaretta Simmons-KeldermanA retirement plan without a Medicare talk is like a car without tires.
March 04, 2022
20 Hottest Luxury Real Estate Markets: 2022Luxury real estate became the investment of choice for many ultra-wealthy individuals in 2021, Knight Frank reports.
March 03, 2022
New Jersey's Governor Proposes Tax Rebates for Income Up to $250,000The proposal would apply to 1.8 million residents to help offset the nation's highest property taxes, averaging $9,284 last year.
March 03, 2022
15 Hardest-Working Cities in America: 2022WalletHub analyzed factors like length of workweek, unused vacation time and the share of workers with multiple jobs.
March 03, 2022
States Clash Over Long-Term Care Issuer Rehab EffortWashington state is trying to keep a failed LTCI issuer from offering a premium increase options package.
March 03, 2022
High Returns Are Great. What Else Do You Offer?Chris Weyrauch says advisors need to get serious about taking a broad view of clients' circumstances.
March 03, 2022
5 Questions to Test How Scared Your Client Might GetMetLife came up with a quick screening tool to measure consumers' risk tolerance.