10 VIPs Tell Us the Biggest Issues on Their Minds & What Advisors Can Do About Them
By Michael S. FischerAn array of experts including Liz Ann Sonders, Ric Edelman and David Blanchett told us which issues they're watching closely.
December 07, 2021
The 8 Questions You'll Get at Holiday Parties This YearOnce people know you're a financial advisor, you're likely to get some interesting questions. Here's how to answer them.
December 07, 2021
5 RMD Bills Introduced in 2021Secure 2.0 aims to raise the RMD age to 73 starting Jan. 1, 2022, but the measure has not yet been taken up by the full House.
December 07, 2021
12 Reasonably Priced Gifts With the 'Wow' FactorMemorable gifts for clients and colleagues don't need to send you deep into debt. There are good deals to be found!
December 07, 2021
What 11 Industry VIPs Are Reading Right NowRic Edelman, Liz Ann Sonders and a host of other financial experts share the titles of books (and one podcast) they recommend.
December 07, 2021
15 Top Tax Havens Around the WorldMerchant Machine recently analyzed 20 territories that are known as tax havens or present similar characteristics.
December 07, 2021
10 Top Annuity Bills Introduced in 2021Lawmakers were busy introducing annuity-related bills this year as sales of the products were booming.
December 07, 2021
10 Top Medicare Bills Introduced in 2021Two are now law. The others could still ride the reconciliation bus through Congress.