Worried About Medicare Scams: A Medicare Question
What You Need to Know Efforts to bilk Medicare beneficiaries are common. You can help by warning clients about the...
life insurance
Women in Their Early 60s Want Annuities More Than Men Do: Study
What You Need to Know Women age 61 to 65 express more interest in lifetime income products than men of...
Goldman Scores Another Custodial Win With $2B RIA
After announcing the deal with Creative Planning, a GSAS spokesperson said: “We do not comment about assets custodied by specific...
Why 'Buy and Hold' Works Better for Investors: Morningstar
What You Need to Know Gaps in personal versus fund returns are typical; how and when clients invest can make...
The Big Thing Clients Don't Get About Social Security Spousal Benefits
Assumption: Tom plans to wait until 70 to claim maximum benefits. His lower-earning spouse, Pat, does not have 40 credits,...
Beyond the 4% Rule: Creating Retirement Spending Guardrails That Really Work
What You Need to Know Retirement researcher Derek Tharp lays out a strategy that adjusts spending based on the probability...
3 Ways Advisors Can Get Started With ChatGPT
Here is a quick sample of me asking ChatGPT to “write FINRA compliant 500 word personalized note explaining impact of...
New Bill Would Help Social Security Lump-Sum Recipients Avoid Tax Hit
New legislation, the Fairness in Social Security Act, would prevent Social Security Disability Insurance recipients from being hit with a...
Average Car Insurance Rates By State
Insurance Education From Licensed Agents."In Plain English."Your money, your life, and your family's financial future are all very important, and...
'Fudging Benchmarks' Common in Institutional Investing: Study
What You Need to Know Earlier research found similar benchmark bias in mutual funds, the study notes. Trustees and directors...
