Enhancing Creditor Protection of IRA Funds
Despite a recent Supreme Court ruling to the contrary, inherited IRAs may be vulnerable to bankruptcy creditors. Here's a strategy for stronger protection.
Why NASAA Is Leading the Charge Against Elder Fraud
At least one-third of the enforcement actions initiated by state securities regulators involve senior investors, and NASAA is tackling the issue head on.
GOP, Democratic Voters Agree on One Thing: Stabilizing Social Security
Higher taxes are strongly favored over reduction in benefits, no matter the party affiliation.
In Search of the Best Financial Planning Software: MoneyGuidePro
Is MoneyGuidePro the right financial planning software for you? It's got many impressive features, for sure, but also a few drawbacks.
3 Trades for QE’s End: Searching for Alpha for November 2014
The first trade to consider is a response to the eventual return of higher rates at the end of the yield curve.
Could FPA’s Waning Power Lead to Its Untimely Demise?
Its membership has shrunk even as the number of CFP certificants has risen. The FPA is at a crossroads.
Pay-to-Play Compliance Reminders for Advisors at Election Time
Remember Rule 206(4)-5 of the Investment Advisers Act? The SEC does. You should, too, especially if you or your advisory firm associates make political contributions.
Time to Follow Bill Gross Into Unconstrained Bond Funds?
A strong case can be made for such flexible funds, but before you leap, consider three key issues.
Dave Ramsey’s 4 Worst Pieces of Financial Advice
It is unfortunate that radio “shock jocks” influence personal financial planning. Dave Ramsey may be the king of bad advice.
Coaches Corner: 5 Steps to Creating Systems for Your Practice
Want to build a more effective team and a more scalable business? Follow these steps in creating a system.