Researchers are finding that aging is not what it used to be. As people get older, friendships, creativity, earning ability and satisfaction with life can flourish. Test your knowledge of new trends in aging.
Marriage confers big financial advantages to those who pursue wealth. Married couples have an edge when it comes to income, taxes, Social Security, inheritance, home ownership, dozens of other state and federal benefits, and even physical health. To better advise married couples, advisors should be informed.
Is there a financial advisor who does not recommend that clients establish and maintain budgets? Yet surveys show that it’s not easy for clients to start new habits or break old ones. To encourage better budgeting, FAs need better statistics.
In compiling this list of 10 books of particular interest to finance professionals, there are some titles that couldn’t be ignored. But for the most part, we searched far afield to find lesser-known works that offer fresh comment on the mysteries of finance, leadership and customer service.
The past few years have been turbulent for investors in emerging markets-particularly for those investing in local currency bonds. Andrew Keirle, portfolio manager for the Emerging Markets Local Currency Bond Strategy, explains why the recent volatility may present a compelling opportunity for long-term global investors....More
Are your clients' retirement plans flexible enough for life's changes? Clients want the best of both worlds—guaranteed lifetime income with upside potential and flexibility to adapt to changing life situations. There is a solution to meet these client needs from accumulation through distribution....More
In this 3rd and final session of our Social Security webinar series, we will cover the under-served markets for divorced and survivor benefits, where there are special benefits that so many people miss out on....More