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.
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.
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.
Why I Don’t Like Roth IRAs: Tax Season Lesson, Part 1
During tax season, I focus on the actual cost to the client, including cash flow. That’s one reason I've never liked the Roth IRA.
Under the Hood: Reverse Mortgages—What You Need to Know
Fred Thompson and The Fonz may extol the benefits of reverse mortgages, but the reality is quite different. Here's how to assess this product.
Top 15 Most Expensive States for Long-Term Care: 2014
A range of LTC services spanning 14,800 LTC providers was used for Genworth’s annual study to rank these costly states.
Helping Advisors Deal With the Uncomfortable but Inevitable
Amy Florian of Corgenius shows advisors how to help clients and their families in the most difficult of circumstances with humor and direct talk.
Modified Endowment Contracts’ Role in Estate, Post-Retirement Planning
Don’t dismiss modified endowment contracts (MECs), despite their tax consequences, for the role they can play in estate and post-retirement health care planning.
How to Discuss the College Cost-Benefit Calculus
How to help your clients put a college education and its enormous cost in perspective of their overall financial situation.