In Long-Term Care Planning, Traditions Matter
Build strong relationships with your younger clients, who are responsible for supporting their parents while also providing care for young...
life insurance
Prevention Is the Best Long-term Care Planning Strategy
According to Genworth’s Cost of Care Survey 2023, assisted living facility rates have reached a national median cost of $64,200...
Top DOL Official Sees a 'Nonsensical' Reality at Heart of Fiduciary Fight
What You Need to Know The current state of best-interest regulation is too complicated for retirement investors to understand, saysAli...
Stifel Must Pay Clients Over $14M in Structured Notes Case: FINRA Panel
What You Need to Know A Florida couple filed a complaint claiming damages related to complex securities. The award includes...
Navigating Life Insurance – Are These Quotes Fair for a Healthy Couple Under 30?
How the heck do I start? My wife and I are both under 30, healthy, non-smokers with zero issues on...
CFP Board's 'Perfect Job' Promos Fall Flat With Planners
“Having now reviewed their full ad library in Meta and reading about the background of the campaign, I think the...
Millions of Americans Dodging Taxes on Early Retirement Withdrawals
What You Need to Know Nearly 3 million taxpayers who received $12.9 billion in 2021 failed to pay the extra...
Corebridge Joins the Registered Index-Linked Annuity Market
What You Need to Know Corebridge was once part of AIG. It has about $390 billion in assets. The indexes...
MAI Capital Adds $1.2B Fee-Only Advisor Team
The high-net-worth specialist registered investment advisor MAI Capital Management has acquired Halpern Financial, a fee-only RIA with offices in Ashburn,...
