Clients’ Top Retirement Worry Is Going Broke: AICPA
Americans worry most about running out of money in retirement, according to a survey released in April by the American Institute of CPAs.
Health Trumps Financial Security for Retirees
Good health is more crucial to a happy retirement than financial security or family and friends, according to a study by Merrill and Age Wave.
6 Solutions for the Stressed-Out Advisor
Here's how to not be a victim of your own success.
Overlooked Obamacare Silver Lining: Savings for Small Businesses
Your small-business clients may not realize the law's SHOP exchange will allow cost savings on deductibility of premiums and eligibility for certain tax credits.
Kitces on the Top 3 Topics for Advisors in 2013—Topic 3: Obamacare
This year may mark the beginning of a permanent change in separating employment from health insurance. Why this development in health exchanges holds major implications for you and your clients.
Educate prospects with pre-existing conditions
When it comes to getting affordable life insurance, many pre-existing conditions aren't the deal breakers they used to be. But most prospects don't know that.
Obama vs. Romney: 6 Key Differences on Health Care
The two candidates engage in platform-to-platform combat over the future of commercial insurance, Medicare and Medicaid.