Eventually, your clients will need to discuss how their assets will be divided and distributed when the grim reaper comes knocking. You could say that this is what makes the least pleasant among all ...

One of the key advantages of benefits administration software is that it removes the administrative costs associated with offering more lines of coverage. Processing Content Many mistakenly think it ...

One of a financial advisor’s most difficult and important roles is helping a client through the challenges of losing a spouse. In addition to the grief of dealing with the death of a loved one, there ...

If there was one word to describe the last three years, it would be "upheaval." From where and how we work to continuing to deal with the fallout from the Great Resignation and mass layoffs, your ...

An important role for benefits brokers is helping their clients navigate this new world. For many brokers, this will mean expanding their product portfolio, as employers will be adding more voluntary ...

The COVID-19 pandemic has changed our lives in innumerable ways—from how we teach our children, to how we interact in public, to how we manage our finances. Faced with a year unlike any other, many ...

Advocating for your clients through your thought leadership is a savvy way to bring about change your clients want to see, while solidifying you in the eyes of those clients as the go-to attorney for ...

Though full retirement kicks in at age 66, clients can begin claiming Social Security benefits as early as age 62 or as late as age 70. Who should claim at age 70? Married couples, advisors say. For ...

Investors have been flocking to advisors for the past 18 months for help with their sudden and unexpected retirements. They need assurances—in black and white and dollar signs—that their savings, ...

*In the first of this two-part series, I will be exploring the benefits of teletherapy for clients. In Part 2, I will explore therapist-specific benefits of teletherapy. In our digital revolution, ...

Investopedia contributors come from a range of backgrounds, and over 25 years there have been thousands of expert writers and editors who have contributed. Khadija Khartit is a strategy, investment, ...