12 Best States for Retirement: 2025
By Michael S. FischerWalletHub ranked the states on affordability, health care and quality of life.
January 24, 2025
10 House GOP Health Program and Tax Change IdeasIf implemented, they could affect where and how clients get their medical care.
January 23, 2025
14 Tax Changes Republicans Could Make in 2025Lawmakers are floating options like repealing interest deductions for student loans, mortgages and muni bonds.
January 23, 2025
10 Steps to Get a Prospect to CommitThey seem interested, but to make them a client, you must master the art of the follow-up.
January 21, 2025
7 Need-to-Know Details About Tax-Exempt GiftingThere’s a lot more to consider in 2025 than the $19,000 per-beneficiary limit on such gifts.
January 16, 2025
Top 12 Counties for Disposable IncomeHere's where families had the most money left to spend after paying for necessities, according to SmartAsset.
January 15, 2025
Jeffrey Gundlach: 8 Predictions for Stocks, Bonds in 2025"Some of the traditional recession indicators don't work" because market conditions have changed, the DoubleLine CEO says.
January 15, 2025
When You Volunteer, Do People Know You're an Agent?Helping your community can raise your own visibility.