Helping Retirees Dodge the Medicare Income-Based Surcharge
You can alter a client’s investments to generate income that is excluded from Medicare’s income calculation, but the time to plan is now.
Compensation Disclosures ‘Taylor-Made’ for Conflicts
In a case strikingly similar to the one that spawned the widely covered lawsuit by Florida financial planners Jeff and Kim Camarda, the CFP Board notified a Los Angeles advisor that it had opened an investigation into his use of the term “fee-only” to describe his RIA.
Communicating So Clients Really Listen
According to the British bank Lloyds, the average person's attention span these days is down to five minutes.
Maximizing the Retirement Paycheck
Social Security deferral and a private annuity strategy make for a powerful income combo.
Get Ready for Clients Who Keep Living
4 scenarios for longevity and financial advice.
4 More Annuity Answers Investors Need to Know
NAFA has released a paper that helps advisors answer clients' most important annuity questions.
5 Annuity Answers Every Investor Needs to Know
NAFA has released a paper that helps advisors answer five of the most important annuity questions.
3 Ways to Boost Impact Investing, Spur Millennial Investors
Wealthy millennials are twice as likely as their grandparents to use their investments for social impact.
BofA to Pay $7.65 Million SEC Penalty Over Capital Overstatements
Bank of America will pay millions on claims that it overstated its capital by billions after failing to report losses tied to Merrill buy.
Financial Pros Just Don’t Get Millennials: Study
In particular, young investors find efforts to reach them on social media "creepy," a study by Oxford undergrads and BNY Mellon finds.