- Working With The “Daughter Tax”
Avoiding crises while caring for our families
by Lily Vittayarukskul
There is now a phrase for part of this: the “Daughter Tax”, popularized by journalist and author Kelli María Korducki. It describes the financial, professional and personal cost that so often falls on daughters when parents or relatives need care.
read more - Why Younger Investors Are Engaging Annuities
… and what that means for financial professionals
by Elle Switzer
For decades, annuities tended to enter the financial planning conversation late, often framed primarily as retirement income solutions.
read more - Income Planning Needs A Broader Diversification Conversation
Inflation, rising healthcare costs and Social Security uncertainty are stretching traditional portfolios further than they were built to go
by Shaun Bina
Retirement income planning used to rest on two moving parts: how much a client saved, and how the market performed after they stopped adding to it.
read more - What Makes An Advisor Stand Out?
The reasons practices stall, and what the best ones do differently
by Matt Rocha
The reasons practices stall, and what the best ones do differently by Matt Rocha Matt Rocha is the Head of Eastern Division Sales for Security Benefit. My family has a game we play with our kids. Someone asks a question and everyone has to answer. What I love about it is how much it reveals;…
read more - Types Of Distress That Create Value For Investors
....and others that can destroy it
by Christian Macellari
Distress is everywhere in real estate right now. Every week another fund launches to chase distressed properties and “special situations.
read more - Bridging The Gap
Helping Gen Z turn financial confidence into financial literacy
by Kyle McMahan
Generation Z, those born between 1997 and 2012, is taking a more active role in financial decisions earlier than many generations before them.
read more - The Hidden Customer Experience Advantage
Guess what? It occurs behind the back-office curtain
by Loren Brockhouse
Front-footed insurers, wealth managers, and RIAs have smartly invested in cloud-based automations like e-applications, digital signatures, advisor portals, and order entry solutions.
read more - Keep Your Eyes Wide Open In Discovery Meetings
Asking the right questions in the right way
by Irene Stolte, ChFC, CLTC
Continuous learning is fundamental - especially for an advisor.
read more - When Is The Best Time To Buy Life Insurance?
….it may be earlier than you think
by Nate Schelhaas
September is Life Insurance Awareness Month, and while most people understand the basic concept of life insurance, far too many delay the conversation.
read more - Sharing The Wealth
How advisors can help families talk about finances and retirement
by Juan José Pérez
The Great Wealth Transfer is underway. Between 2024 and 2048, an estimated $124 trillion will be passed from one generation to the next, according to Cerulli Associates.
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