Top 15 Cities for the Ultra-Wealthy: 2023
By Michael S. FischerThe number of centimillionaires increased 12% from a year ago, according to Henley & Partners.
October 11, 2023
14 Worst U.S. Cities for Real Estate TaxesOut of 330 cities, these have the highest tax burden relative to home value, according to SmartAsset.
October 10, 2023
Try These RMD Options for 6 Common Client SituationsWhile rules for retirement accounts may be complicated, there are strategies to best organize annual withdrawals.
October 10, 2023
Advisors Take Note: These 8 States Have New Telemarketing LawsAdvisors risk violating not only state laws but the SEC's Marketing Rule when telemarketing their services.
October 10, 2023
12 Most Livable Small U.S. Cities: 2023WalletHub compared 1,321 U.S. cities with populations between 25,000 and 100,000.
October 10, 2023
9 Surprises Americans Find in Retirement: SurveyThe evolving post-work landscape presents aspects both positive (freedom) and negative (financial vulnerability).
October 09, 2023
7 Things to Say When Your Prospect Already Has an AdvisorThese prospects may have needs their current advisor isn't meeting. Here's how to draw them out.
October 06, 2023
Here's Your Year-End Portfolio Planning Checklist for 2023Here are eight important investing topics to discuss with clients in the next few months.