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Tampa Inflation Tops Major U.S. Cities At 8% In November From Year Ago

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Inflation seems to be falling the hardest upon sun-belt cities.

More Than A Third Of Consumers Get Financial Advice Online, NAPFA Finds

by FA Staff

And 60% of those who do get advice act on it, said the association in a new study.

The Worst Countries For U.S. Expats

by FA Staff

Some countries are a must to avoid for expats who want to live and work abroad, a new ranking says.

Wealthier, Healthier Households Keep Spending In Retirement, Study Says

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Wealthy retirees in good health spend at levels that defy conventional wisdom, according to a Boston College study.

A Simple Guide To Maximizing Retirement Income

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Here are three simple but essential steps to help maximize your clients' retirement income.

A 'Golden' Trifecta Offers Rare Opportunity For Advanced Tax And Estate Planning

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High-net-worth clients should be considering trusts now, said Boston Private's Jason Cain.

How Social Security Benefits Are Impacted When Clients Become Widows

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Advisors need to be aware of how their clients' Social Security benefits are impacted when their spouse dies.

How One Firm Addresses Inflation, Tax Uncertainty With Alternatives

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Creative Capital Wealth Management is crafting yield-generating solutions in several different alternative asset classes.

The U.S. ZIP Codes With The Most Expensive Homes

by FA Staff

Homes in these areas of the nation cost about $4 million or more on average.

Ric Edelman To Focus On AI, Crypto And More On New Radio Show, Podcast

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The nationally syndicated program aims to educate listeners on how to improve their wealth, health and lifestyle.

Is A College Education A Safe Investment?

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Many of Democrats' higher education priorities were dropped from the Build Back Better legislation.

One Overlooked Reason Advisors Are Jumping Ship

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As clients have more access to information and tools, advisors have to keep up to retain them.

10 Tips To Protect Your Clients' Separate Property In The Event Of Divorce

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Keeping these tips in mind will ensure your clients have the foresight to be protected in the case of divorce.

How Consumers' Choices Differ

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Wealthy clients listen less to friends.

IRS Raises 401(k), Roth Contribution Limits

by FA Staff

The agency, however, chose not to increase contribution limits for IRAs.

Advisory Firms Embrace Flexwork Schedules To Preserve Talent

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Remote and flexible policies in place have helped RIAs weather the pandemic better than many other professions.

The 10 Hottest U.S. Real Estate ZIP Codes

by FA Staff

The latest hot spots for home buyers are suburban areas that offer affordability and a good quality of life.

Florida's 10 Worst Retirement Destinations

by FA Staff

In a state known for its retirement living, senior citizens still have to be careful about where they settle.

Why People Fire Advisors

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An Ensemble Practice survey asked consumers what they were looking for in an advisor. It also found out why some clients leave advisors and don't come back.

It's Now Or Never For Backdoor Roths,

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Congress wants to ban them after this year.

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