Bob Doll Checks In On His 10 Predictions for 2023
By Dinah Wisenberg BrinWith one quarter to go, half of Doll's 2023 predictions are heading in the right direction, he says.
October 11, 2023
12 Worst States for Medicare Advantage Sales CompIn some states, independent agents and brokers could get about 50% more than in other states.
October 11, 2023
14 Worst U.S. Cities for Real Estate TaxesOut of 330 cities, these have the highest tax burden relative to home value, according to SmartAsset.
October 10, 2023
Try These RMD Options for 6 Common Client SituationsWhile rules for retirement accounts may be complicated, there are strategies to best organize annual withdrawals.
October 10, 2023
Advisors Take Note: These 8 States Have New Telemarketing LawsAdvisors risk violating not only state laws but the SEC's Marketing Rule when telemarketing their services.
October 10, 2023
9 Surprises Americans Find in Retirement: SurveyThe evolving post-work landscape presents aspects both positive (freedom) and negative (financial vulnerability).
October 10, 2023
12 Most Livable Small U.S. Cities: 2023WalletHub compared 1,321 U.S. cities with populations between 25,000 and 100,000.
October 09, 2023
7 Things to Say When Your Prospect Already Has an AdvisorThese prospects may have needs their current advisor isn't meeting. Here's how to draw them out.