How to Turn Workshop Attendees Into Clients
Holding Social Security workshops to attract pre-retirees is all the rage, but here are two methods to convert attendees into clients, from advisor coach Kaselnak.
HSA Basics: What Is It and Who Can Use It
Health savings accounts are broken down and explained by Tax Facts Online experts.
New Hire Roundup: Senate Finance Names Getz Tax Counsel
This week in new hires, Kara Getz joined the Senate Finance Committee as tax counsel, and ICI named Michelle Mesack director of financial services policy.
Who Writes a 51-Page Client Questionnaire?
The Center for Plain Language honored good communicators with its ClearMark awards, but also extended its booby prize, the WonderMark award, for writing that could utterly confuse a reader.
Military veterans may qualify for VA reimbursement