Mention a reverse mortgage to a room full of financial advisors, and you're likely to get very different reactions.
Retirement income planning has always involved uncertainty.
Financial advisors often know their clients for decades.
Marketing a financial advisory practice looks very different than it did even a decade ago.
Financial planning is never one-size-fits-all, and that is particularly true when working with women who are divorced, widowed, or single by choice.
Financial advisors help clients make important decisions about investments, retirement, cash flow, and long-term financial goals. CPAs help clients navigate taxes and financial reporting.
GLP-1 medications have changed the weight-loss conversation. Drugs such as Zepbound, Wegovy, and Ozempic can dramatically reduce appetite and help people achieve weight-loss results that may have felt out of reach for years.
For generations, financial planning has largely followed a familiar script: build a career, get married, buy a home, have children, save for retirement, and eventually pass wealth to the next generation.
Student loan planning has never been particularly simple. But for financial advisors working with borrowers today, the challenge is becoming even more significant.
Long-term care is one of those financial planning topics that almost everyone knows is important—but that doesn't necessarily mean clients are prepared for it.