In Memory of Bob Mauterstock Bob Mauterstock passed away in July 2026, leaving behind a remarkable legacy in the financial services industry and in the lives of the families, advisors,…

Susan Turnbull is the founder and Principal of Personal Legacy Advisors. A professional writer, speaker and workshop facilitator, she is the author of The Wealth of Your Life: A Step-by-Step…

Annalee started Care Right Inc, a VIRTUAL consultancy, in 2011, after working in Continuing Care Retirement Communities (CCRC’s) for 22 years. Families were constantly blind-sided and ill-prepared for medical crisis…

Robert Powell, CFP®, is the editor and publisher of Retirement Daily on TheStreet. He is also a retirement columnist for USA TODAY, as well as the editor of the Investments…

Terry Bradford-Crane is a CERTIFIED FINANCIAL PLANNERTM practitioner and investment advisor with over 20 years of experience associated with the financial services industry as a financial advisor (CFM) and registered representative,…

For nearly 30 years, Marcia Mantell has helped the country’s foremost financial services firms and their advisors increase their knowledge of complex retirement concepts and regulations. She has a remarkable…

Paul Malley joined Aging with Dignity in 1998 and was named its President in 2002. In addition to directing Aging with Dignity’s day-to-day activities, Malley also has guided the efforts…

Carroll Golden is a forward-thinking organizational consultant in the healthcare and insurance marketplace and is recognized by industry peers for her contributions in the extended and long-term care insurance (LTCI)…

Harry S. Margolis has been representing seniors, individuals with special needs and their families since he started ElderLawServices, the predecessor of Margolis & Bloom, in June 1987.  His leadership in…

Anna M. Rappaport, F.S.A., M.A.A.A. founded Anna Rappaport Consulting in 2005 after retiring from Mercer. Anna is an actuary, consultant, author, and speaker, and is a nationally and internationally recognized…