For Estate Planning, Don’t Overlook Late Portability Elections
Fortunately, the IRS has provided relief for certain clients who have failed to make a timely portability election.
How a Fishing Proverb Can Be a Tech Lesson
You don’t necessarily need the fanciest, most expensive product to do the job.
Connected Capital: Financial Services in an Always-On World
To make the most of technology, RIAs must do more than simply offer online versions of offline practices.
5 Questions for the New Earnings Season
Some people are getting excited about the new "Game of Thrones" season. Me? I'm in suspense about the fate of insurance companies.
Pension Plans' Risky Flirtation With Private Equity
States have promised to pay pension benefits with a value of about $3 trillion.
5 Uses for Life Insurance That Most People Haven't Thought Of
For your clients and prospects, your bread and butter may be as mysterious as nuclear physics.
Planning for Longer Lives: Fading Capacity
A corollary to planning for higher income in retirement is planning for the time when one may not be able to manage one’s own care.
Gun Trusts? Yes, Gun Trusts.
The disposition of a firearm at death is not so simple.
Navigating the Maze of Variable Annuities
Tax Facts experts explain the nuts and bolts of the annuity world, like what is a variable deferred annuity and an indexed variable annuity.
The Death of Retail Is Not Because of Amazon
The aging of the U.S. population may be changing how Americans buy, and how cities tax.