Prescription Drug Imports Are Banned for a Reason
Sometimes, the government might really be here to help us.
How to Protect Social Security in the Long Term
Maybe the program’s revenue should rise in sync with increases in wages.
2 Paths to Healthy Business Growth
To keep a business on track, you must keep overhead down, and that means controlling costs.
Decode Your Clients: Behavioral Risk Segmentation
Truly understanding each client’s needs is the best way to earn referrals by turning clients into raving fans.
Life Near the ACA Cut-Off Cliff
An agent who still dares to help clients under 65 with health coverage does some strange math.
How to Be a Marketing Fiduciary in 3 Areas of Your Practice
The way an advisor markets his firm can touch every aspect of his business, leaving clients and prospects alike feeling either valued or not.
Republicans’ Haste Warps Their Tax Legislation
The author wonders whether the lawmakers really know what's been swept under that rug.
When the IRS Wants Your Life Insurance Policy
The government can establish a lien against a policy. It can also foreclose.
Let Clients Figure the Retirement Funding Catastrophe Out for Themselves
The silver tsunami is here, and maybe all we have is ... some rubber duckies.
Reducing RMDs’ Tax Impact by Using NUA Tax Break
To reduce potential future tax burdens of RMDs, an often-overlooked net unrealized appreciation strategy may benefit younger clients.