Prepare Your Clients for These 5 Life Events
Retirement planning is far from the only component of a robust financial plan.
Democrats Need to Avoid the Single-Payer Trap
The author contends that offering a public option would be more practical.
Secure Messaging: The Rise and Replacement of Text Banking
Galina Datskovsky, CEO of Vaporstream, shares a less risky way to get the benefits of text communications.
4 Reasons Why Advisors Need Financial Advisors
Advisors should work with a planner of their own. They won't, though, so here are three tips to align their personal and business finances.
Why Do the Pundits Hate Annuity Commissions?
High sales of the right products to the right people are, actually, good.
Obamacare Helps Some People Be a Little Less Poor
Have premiums dropped? Or mortality rates? And what about bankruptcies?
Social Security Survivor Benefits: Don’t Just Survive, Maximize
The extra funds overlooked in survivor benefits can mean the difference between living in poverty and relative comfort for many clients.
The Least You Should Know About Medicare Observation Status
If you ever talk to anyone who has Medicare about anything, consider mentioning this.
Show Me the Money: Taking the Fiduciary Debate to the Bottom Line
Part of acting in a client’s best interest is that the advisor must consider the “cost” of the recommended investments.
S&P's Prescient Warning on America's Fiscal Unpredictability
Is the U.S. political system really more stable than that of an emerging market?