6 Ways to Say "Annuity" Without Saying "Annuity"
By Michael KazanjianHere are six buzzwords that show that clients are ready to hear about the A word.
August 24, 2023
12 Ways to Be Popular in Wealthy CirclesYou don't need an Ivy League education or an upscale address to fit in with this crowd.
August 23, 2023
Best & Worst Medicare Advantage Plans in 5 States: J.D. Power, 2023Here's the level of satisfaction among 5,887 plan members.
August 23, 2023
10 'Good News, Bad News' Social Security Survey FindingsGood and bad, these stats underscore clients' need for advisors' help with Social Security decisions.
August 22, 2023
10 Best Robo-Advisors: Q2 2023Condor Capital Wealth Management considers performance, features, costs and access to live advisors.
August 22, 2023
10 Annuity Tax Facts Advisors Should KnowYour clients are bound to have tax questions as annuity sales boom.
August 22, 2023
10 Best Dividend Stocks to Buy Now: MorningstarInvestors should watch out for "dividend traps," Susan Dziubinski warns.
August 22, 2023
12 Worst States for the New Working-Age COVID-19 WaveIn the typical state, people ages 20-59 are now 77% more likely to fill a hospital bed than in mid-June.