How 7 States Are Reforming Property Taxes
By Michael S. FischerWhile the relief could be a boon to clients, these cuts put local budgets at risk, Pew finds.
February 23, 2026
7 Reasons an Annuity Issuer Could Freeze Like a RockAdvisors who like clear income spigots can get ideas about liquidity from a new report.
February 23, 2026
When Your Client Says 'I Can Take It From Here': Advisors' AdviceWhat do you say to a client who wants to go DIY? Five advisors and a coach weighed in.
February 23, 2026
12 States With Fastest-Growing CFP Populations: 2026One in 10 CFPs is based in California, according to CFP Board data analyzed by SmartAsset.
February 19, 2026
10 States With Highest Top Income Tax Rates: 2026Even the mass affluent take a big hit in some states, Tax Foundation research shows.
February 18, 2026
12 States With the Highest Property Taxes: 2026When high rates meet high property values, it's a double whammy for residents.
February 17, 2026
7 Tricky Questions Young Agents Might Get from FriendsSome of the first conversations newcomers have about life insurance can be frustrating.
February 17, 2026
The Ten Commandments of Client CommunicationThe key to building long-term relationships is developing a personal connection.