When Older Clients Remarry, Prepare for These Planning Challenges
By Rob BurgessMerging two established financial lives creates complications that aren't usually faced by younger couples.
August 07, 2026
PRO
Why 'Breakeven' Framing for Social Security Claiming May Be 'Deeply Misguided'The way the decision is presented to retirees "dramatically shapes the decisions they make," economist Jeffrey R. Brown says.
August 05, 2026
13 States Don't Tax Retirement Income. Should Clients Move?The process — and the real tax differences between states — can be less straightforward than clients expect, advisors say.
July 29, 2026
PRO
When 'Lifemaxxing' Means 'Planmaxxing'Talking to clients about longevity may lead to deeper conversations about aging and retirement planning.
July 28, 2026
Will the SEC Scrap This Vague Texting Rule?The agency plans to issue proposals in October on which records that BDs and RIAs need to keep.
July 21, 2026
Hybrid Remains the Most Popular Advisor Channel: AdvizorProAbout 31% of wirehouse advisors are women, versus 19% of independent RIAs, a new report finds.
July 20, 2026
PRO
Some Gen X Retirement Savers Face Extra Longevity RiskThey could live to 100, and so could their spouses. But wait, there's more.
July 15, 2026
Life and Annuity Issuers Prepare to Post Q2 NumbersAdvisors will see whether volatility gave more than it took.