9 One-Liners to Help You Turn Prospects to Clients
By Bryce SandersThese short "scripts" help ensure you and your prospects are on the same page.
February 04, 2026
6 Ways Senior Living Is Evolving for Aging Baby BoomersChallenges and opportunities are emerging for both retirees and investors as the over-75 population surges.
February 03, 2026
12 Worst States for Retirement: 2026The best retirement destinations are affordable, with good health care and amenities. These states fall short, WalletHub finds.
February 03, 2026
Where Annuities Fit When You're Selling Up and Selling DownFor a client with relatives to think about, the products can meet both simple and complicated planning needs.
January 30, 2026
10 Blue-Chip Stocks to Buy Now and Hold: MorningstarShares of these well-known companies with solid reputations are trading on the cheap, according to analysts.
January 30, 2026
6 Steps to Take 401(k) Plans off AutopilotBusiness-owner clients who sponsor these retirement vehicles have a responsibility to keep them up to date.
January 29, 2026
5 Medicare Advantage Crisis Points for Retirement AdvisorsThe supply of plans might be stable in 2027, but a new federal notice suggests it might not.
January 28, 2026
10 Most Neighborly American Cities: 2026These metro areas have high rates of volunteerism, social and economic connectedness, Redfin finds.