New research reveals how the psychology of mortality influences estate planning, life insurance, annuities, charitable giving, healthcare decisions, and inherited wealth—and how financial advisors can use these insights to improve client outcomes.
A lower mortgage payment isn't always the best financial outcome. Discover how financial advisors can help clients improve home affordability, preserve liquidity, manage debt, and make smarter decisions about home equity.
Why the college with the highest sticker price isn't necessarily the most expensive—and how advisors can help families make smarter education funding decisions.
Medicare expert Melinda Caughill explains the major changes affecting Medicare Part D, Medicare Advantage, and Medigap—and what financial advisors need to know to help clients navigate increasingly complicated coverage decisions.
When should a student apply early to college—and could that decision cost a family thousands of dollars in financial aid or scholarships?
When does a retirement account rollover become a fiduciary recommendation? And how can financial advisors demonstrate that moving a client's retirement savings is truly in their best interest?
A newly widowed client wants to sell the family home immediately. A divorcing client is ready to cash out a retirement account just to regain a sense of control.
Financial advisors have more ways to market themselves than ever.LinkedIn. Facebook. Podcasts. Webinars. Seminars. Google Reviews. Client referrals. YouTube. Direct mail. Purchased leads. Newsletters. AI prospecting tools.
When a client tells you they're considering moving into a Continuing Care Retirement Community (CCRC), the conversation may initially sound like a housing decision.It isn't.
What if a client already plans to give $25,000, $40,000 or more to charity every year for the next decade—but could use the tax deduction much more today than 10 years from now?
