IRS’ Top 12 Tax Scams: 2014’s Dirty Dozen
The spring tax season is a lucrative one for scam artists who prey on both unwary victims and complicit tax evaders.
Ken Fisher Warns, Industry Responds: What Happens to RIAs in 10 Years?
Ken Fisher is bullish on 2014’s market and economy but decidedly bearish on the future of RIAs.
Ken Fisher Warns: RIA World Gone in 10 Years
The famed value investor talked to ThinkAdvisor on how BDs will "eat RIAs as dessert," and why the economy is doing fine, for a spell.
What to Make of The Affordable Care Act
With so much conflicting press, it’s a wonder anyone knows what to make of the law, better known as Obamacare.
10 Ways to Boost Your Referrals
One of the first places advisors should look for referrals is their existing client base.
Caution: Clients Who Volunteer Unknowingly Put Assets at Risk
Umbrella and charitable directors and officers’ insurance can provide affordable protection for boomers who want to give back to the community, but also want to protect themselves and their assets.
Top 12 Tax Scams: IRS’ Dirty Dozen for 2013
The IRS is onto these fraudsters, from sophisticated computer scammers to opportunists posting fliers on church bulletin boards.
Paul Ryan’s Budget: Something for Everyone (to Criticize)
"The president promises big government and Ryan promises smaller big government,” a Cato Institute analyst says, while others say cuts are still too big.
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.
HSAs Losing Luster Under Obamacare
HSAs are about to lose much of their value under the PPACA, which will impose minimum reimbursement rates on all health insurance plans—ensuring that premiums for high-deductible plans will increase.