Risk Management for Homeowners Returning to the Coasts
If an affluent client wants to build a house in a flood zone, help them manage the risk before they build.
Jonathan Hoenig: Capitalist Pig, Ayn Rand Fan, Highly Successful Manager
The founder of Capitalistpig Hedge Fund says Social Security is immoral, advisors are too risk-averse and hedge funds are unfairly blamed.
Postponing the Inevitable: Changes for Flood Bill Despite Early Support
In a rare bipartisan move, the Biggert-Waters Flood Insurance Reform Act was passed in 2012, hailed as necessary to save the National Flood Insurance Program (NFIP).
White House Budget May Curb Social Security Maximization Strategies
President Obama’s proposed budget features a controversial measure that may curb the use of delayed collections, spousal piggybacking and other tactics to maximize benefits.
Annuities and Taxes, Pt. 3: Fixed Annuity Payments & Beneficiary Payments
The Tax Facts Online experts help explain taxation of fixed annuities and payments to beneficiaries.
Camp: Tax Overhaul Is ‘Moving Forward’
Chairman of the House Ways and Means Committee tells Bloomberg TV that despite opposition, he's got “a lot” of GOP and Democratic backers.
Obama’s MyRA Plan Still Irks Some Retirement Planners
Reactions to the proposal ranged from "a step in the right direction" to missing the point to "a bad idea."
Why Advisors Should Watch Obama’s State of the Union Speech
For one thing, your clients (and prospects) may be watching. For another, it's important to understand how the truth gets twisted in Washington.
Canellos Departs SEC, Leaving Ceresney to Lead Enforcement
As was expected, the co-director of Enforcement will leave agency after 4 1/2 years, leaving Chairwoman White’s longtime lieutenant to lead the division.
Will Delaying Social Security Benefits Be a Tough Sell to Clients in 2014?
Retirement planners may have a tough time in 2014 persuading clients to hold off on claiming Social Security benefits until the last year possible.