HSAs: An Unconventional Retirement Income Planning Tool
The health savings account can actually function as a powerful retirement income planning vehicle for clients looking to supplement their retirement savings.
5 Most Honored 2014 IA 25 Honorees
As a testament to their enduring influence, several of our current honorees have been here before.
20 Best & Worst States for Military Retirees
A WalletHub study determines the best places to retire from the military, even if you don’t retire from working.
Annuities + LTC: Does the Rider Fit?
For the right client, combining LTC insurance with an annuity can be the right call to protect against future long-term care expenses.
Making Bonus Depreciation Permanent to Be Debated by House Panel
Making bonus depreciation permanent “is the best option to spur investment, lift wages, grow the economy, create jobs and increase federal revenue,” says Tax Foundation.
Michael Finke, Financial Planning’s Professor: The 2014 IA 25 Profile
“Our hope is to build a set of research-based best practices through our own research,” Finke told IA.
Social Security: Then, Now and the Future
To understand Social Security's future, you have to know its past. A Social Security primer, with some surprising facts about who benefits most and least.
Critical Care: The Far-Reaching Effects of Medical Identity Theft
The words “identity theft” conjure up a pretty frightening picture. However, medical identity theft can not only threaten your clients’ financial well-being, but their lives as well.
5 Ways to Escape Client Objections
My system for overcoming client concerns is simplicity itself: We design our entire client experience to not have any objections.
Honoring Advisors Who Serve(d): Memorial Day, 2014
On Memorial Day, ThinkAdvisor continues our tradition of honoring advisors and their partners who served in the U.S. armed forces and sharing their stories.