Weekly Advisor Tip
The recent Supreme Court decision regarding the Defense of Marriage Act now means that Social Security is processing some retirement spouse claims for same-sex couples and paying benefits when they are due. Learn more about Social Security benefits today.
The years just before retirement can be anxious for clients thinking about how far their money can go in retirement. Advisors have identified the need for a trigger to start the pre-retirement planning conversation, centered on 'having enough.'
Many investors are no longer looking for isolated portfolio assistance but for holistic wealth and portfolio management. We spoke with Elite Advisors about their areas of focus in their successful financial planning practices.
How can you make sure you are focusing on providing the advice that investors value most? The latest BlackRock Investor Watch research found the top three areas where investors have looked to their advisors for guidance.
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