10 Useful Phrases When Talking Financial Planning
By Bryce SandersDo you need to refocus your client on the long term? These ideas could bring a moment of clarity.
July 09, 2024
7 Ways Home Equity Can Shape Retirement PlanningHome equity is a valuable retirement asset that is often overlooked, Wade Pfau and Don Graves say.
July 08, 2024
11 Ways to Wow People With Simple GiftsTokens of appreciation do not need to be expensive. They simply need to be thoughtful.
July 05, 2024
33 Cheap Stocks to Buy in Q3: MorningstarThe overall market is fairly valued, but there are still deals to be found, analysts say.
July 03, 2024
10 Most Livable Cities in the World: 2024The average score across the 173 cities in the Economist Intelligence Unit's global livability index increased to 76.1.
July 03, 2024
When Clients Consider You 'One of the Family'As anyone with a family knows, there are pros and cons to such close relationships.
July 03, 2024
5 Things to Know About the Global Life High-Net-Worth MarketA Manulife exec recently talked about reaching the wealthy, the ultra-wealthy and "millionaires next door."
July 02, 2024
6 New Social Security Bills in Congress NowOne bill would eliminate taxes on benefits; another could fast-track cuts.