12 New Findings on How Clients Want to Communicate
By Michael S. FischerClients want to hear from you more, and those who don't are more likely to leave, YCharts finds.
March 25, 2024
12 Best Tax States for High EarnersHouseholds earning $150,000 a year pay the lowest rates in these states, often due to a lack of income tax.
March 22, 2024
7 Reasons Retirement Is Always Uncertain: Jamie HopkinsFor advisors, helping clients navigate retirement is more complex than helping them prepare, he says.
March 20, 2024
9 Ways Women and Men Invest DifferentlyA Fidelity study of 5 million accounts over 10 years found women held a slight performance edge.
March 20, 2024
The Rules for Medigap Before Age 65, in 12 StatesThe rules for clients who become eligible for traditional Medicare before age 65 can be complicated.
March 19, 2024
6 Best U.S. Stock Index Funds in 3 Categories: MorningstarThe top funds in the S&P 500, total market and small company classes share low expense ratios.
March 19, 2024
These Data Points Show That Social Security Income Is EssentialThe importance of these benefits across the wealth spectrum is clear, despite debate on how to fund them.
March 19, 2024
10 Phrases for When You Need MotivationSometimes, all it takes is a few words to give yourself a little kick.