A Better Way for Trump to Improve Health Care
A former OMB head says the best goal for Republicans in Washington is to cut health care costs.
The Human Side of Financial Planning: George Kinder Talks About Dick Wagner
“I don’t think that life planning as we or I know it would exist if it weren’t for Dick,” according to George.
Helping Your Clients Afford a More Expensive Retirement
Your client should have plenty of income from annuities, but what if you have to fill in gaps?
Teach Insurance Literacy
Every high school student should spend a week running a lunch money protection plan.
Are IOVAs the Future of Variable Annuities?
While VA sales have slumped, one type attracts clients who are set on increasing tax-deferred savings in pre-retirement years.
What Markets Should Conclude From France's Election
Markets understandably will be relieved by the outcome of this first round of voting, but don't relax yet.
My Client Almost Paid a Boatload of Money in Taxes
One little decision about a parent's savings could lead to a huge financial hit.
This Is the Basic Tax Rule for Annuity Payments
Tax Facts experts explain how to look at taxing an annuity payment, or "amounts received as an annuity."
Republican Health Care Policy Is Trial and Error
The author questions whether jamming in any old thing that fits is the best approach.
The Secret to Your True Potential Is Fried Chicken
One strange trick? Stop telling clients and prospects "thank you."