The 12 Best States for an Affordable Retirement: 2024
By Michael S. FischerBankrate analyzed data on crime, weather and other factors, with affordability representing 40% of the overall ranking.
July 17, 2024
Bob Doll Checks in on His 10 Predictions for 2024Only three of the Crossmark CIO's calls for the year appear headed in the right direction.
July 17, 2024
12 Best Cities for First-Time Homebuyers: 2024WalletHub ranked 300 cities on affordability, quality of life and real estate market health.
July 17, 2024
12 States With the Biggest Federal Gift Tax BillsClients may have only a vague idea this federal tax exists, let alone how it works.
July 16, 2024
12 Words That Help Get Your Point AcrossSometimes one word is all it takes to shift a client's perspective.
July 12, 2024
10 Useful Phrases When Talking Financial PlanningDo you need to refocus your client on the long term? These ideas could bring a moment of clarity.
July 10, 2024
8 Big Retirement Planning Gaps, Despite Rising ConfidenceA new BlackRock survey finds both fast-rising optimism and unmet planning needs.
July 09, 2024
10 Best Restaurants in the World: 2024The culinary trends embraced by these eateries will impress even the wealthiest clients and prospects.