Making the wrong Medicare decision can make health care, the biggest expense in retirement, even more costly. Help clients avoid these common oversights before it's too late. » Read More
By: David Robinson, founder and CEO of RTS Private Wealth Management
As Generation X and millennials inherit their baby boomer parents' assets amid the so-called Great Wealth Transfer, some will look to invest it in rental property to generate income. » Read More |
By: Darla Mercado
If you're making life insurance and annuity recommendations in the Empire State, you'll soon be required to act in your client's best interest. What you should know about this new rule. » Read More |
By: Darla Mercado
Got guaranteed income? Retiring investors with pensions, Social Security or income annuities have a bit of a buffer that may allow them to invest a little more aggressively in stocks. Here's why. » Read More |
The Secure Act might be the nail in the coffin for a strategy that allowed owners of large IRAs to pass them onto heirs. Here's what advisors can do to help clients prepare.
The advisor survey from the Financial Planning Association reveals advisors are upbeat about the economy, still like passive investing and are interested in cannabis-related holdings but remain skeptical about cryptocurrencies.
A new report shows that workers who used a financial wellness benefit for five years fare better in a variety of financial areas overall than those who have not.
From fund selection to costs, benchmarks to performance, here's how to assess growing opportunities in sustainable investments.
Financial advisors are turning to sophisticated and accessible financial-planning software to deliver on the promise of "holistic financial planning" for their clients.
From reviewing medications for cheaper alternatives to trying to pinpoint a client's spending instead of ballparking it, some advisors look closely at how clients spend their medical dollars.
Climate changes pose big risks to real estate investments. The good news for REIT investors is that environmental, social and corporate governance-focused products are growing at a rapid clip.
If you're a financial advisor, odds are that some of your clients have heard of qualified opportunity zone funds. Here's what you should know before recommending this tax-advantaged real estate strategy.
With the right planning, a cash value life insurance policy can help supplement income in retirement. But if you ignore it, loss of coverage and a raft of income taxes could be around the corner for your client.
A recent survey found that financial advisors are more stressed out than their investor clients. Asked to evaluate stress levels in their lives, 71% of advisors said they experience moderate or high negative stress, compared to 63% of investors.
About 40% of financial advisors plan to retire in the next 10 years. College financial planning programs are hoping they can help fill those seats.
The traditional S&P 500 index fund may not work for you if you want to invest with environmental or social causes in mind. But themed index funds might be worth a second look.
With premiums skyrocketing on insurance policies designed to cover long-term-care costs, financial advisors are turning to a variety of other options.
Two U.S. senators criticized $4 trillion in share buybacks from 2008 to 2017. It is important to understand this cash did not vaporize, nor did it benefit just a handful of people. Rather, it was used to positively impact the U.S. economy overall.
Annuities are a long-term play for both the client and the advisor. Think about these key considerations when you recommend a fixed, variable or indexed annuity to an investor.
New tools let you better monitor your home's water and energy usage, even when you're far from home.
CNBC's Money Editor, overseeing the Financial Advisor Hub and personal finance. Follow him on Twitter @jimpavia.
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