When A Reverse Mortgage Makes Sense For A Client

Advisors may be skeptical about the benefits of a reverse mortgage, but it can be an important part of the retirement planning conversation.

June 2018 |  Read Article

Equal Pay Is Only Part of the Picture

Equal pay for women and men addresses only one financial problem faced by women. Women also need to take greater control of their personal finances.

May 2018 |  Read Article

Designations Demonstrate Career Commitment

Professional designations can be useful in distinguishing yourself as a subject matter expert in a particular area or enhancing your ability to serve a niche market.

April 2018 |  Read Article

When #MeToo Meets Industry Conferences

Industry conferences can be fertile ground for misconduct and inappropriate behavior.

March 2018 |  Read Article

Sexual Harassment Carries a High Price Tag

The list of industries rocked by sexual harassment allegations keeps growing. Will the financial services industry be next?

February 2018 |  Read Article

What the ‘Longevity Revolution’ Means to Financial Services

With longer life spans becoming the norm, the traditional thinking about retirement saving must be upended.

January 2018 |  Read Article

Cyber Breaches Are Becoming the New Normal

Cybersecurity breaches are becoming larger and more frequent. Here are some ways to protect against stolen identity and financial fraud.

December 2017 |  Read Article

Too Many Clients Underestimate Their Flood Risk

Two devastating hurricanes illustrate the need to help clients create a plan to assist them with rebuilding their homes and finances in case of a natural disaster.

November 2017 |  Read Article

Help Women Raise Their Retirement Income Literacy

The results of a recent study show a gender gap when it comes to retirement income literacy. How can you close the gap and help women improve their retirement prospects?

October 2017 |  Read Article

‘Passing the Hat’ Is No Substitute for Planning

More people are using crowdfunding sites to take the place of life insurance to pay for funeral and burial expenses.

September 2017 |  Read Article

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