In Turbulent Times, Should Clients Claim Social Security Earlier Than Planned?
By Marcia MantellThat's a loaded question, and financial advisors simply telling clients to stay the course is not convincing.
Debate: Should the Top Tax Rate Return to 39.6%?
April 22, 2025
Estate Planning for Super-LongevityLiving longer can be a great thing, but it does require additional planning.
April 16, 2025
How to Take RMDs in a Down MarketIRA and 401(k) investors can't avoid withdrawals forever, but many can use a downturn to their advantage.
April 09, 2025
3 High-Impact Ways Advisors Can Use AIUnsure where to start? Here are three use cases ranked in order of difficulty, where the ROI is clear.
April 09, 2025
Debate: Was Ending RMDs on Roth 401(k)s a Bad Idea?The Secure 2.0 Act change aligned the accounts with Roth IRAs. But at what cost?
April 03, 2025
How to Help Clients Prepare for a Possible Estate Tax Exemption SunsetAdvisors and clients should prepare for the possibility that lawmakers' effort to renew the 2017 threshold falls apart.
April 01, 2025
You Might Spot Your Clients’ Dementia Before Anyone ElseFinancial mistakes are often the first sign of Alzheimer's — one of the most expensive diseases.
March 28, 2025
How to Talk With Clients About Saving for a DisabilityDevelopmental Disabilities Awareness Month is a reminder that many physical and mental disabilities are not visible.