Top 10 Tax-Friendly States: 2019
By Michael S. FischerKiplinger compared the states using a formula that accounts for income, property, sales and fuel taxes.
September 29, 2019
10 Medicare FAQs You Should KnowHow are telehealth services covered? Is care outside the U.S. excluded? Learn the answers to these and other key questions.
September 27, 2019
7 Ways to Help Clients Avoid Expensive Retirement PitfallsStanford Center on Longevity scholar Steve Vernon tells ThinkAdvisor how advisors can help clients navigate the transition to retirement.
September 26, 2019
The Art of Attracting Other People's ClientsThese nine steps will help you build a relationship gradually without being a "home wrecker."
September 24, 2019
15 of the Best Retirement JokesThese retirement jokes don't have to be the "best" to be funny, though some may hit that mark.
September 24, 2019
What If Annuity Prospects Hate All Those Questions?Here are 5 new things to know about how you might end up handling tight-lipped clients.
September 24, 2019
5 Quick Ways to Tell if Your 'Long Game' Prospecting Strategy Is WorkingYou can't build trust overnight, but you can ask yourself these questions to see if you are on the right track.
September 24, 2019
Top 12 Countries for Retirement Security: 2019Not only did the U.S. fail to make the top 12, it dropped two spots from last year, Natixis reports.