Two Ways to Solve the Talent Shortage
The issues facing the independent advisory field require collective action.
Your Kids Could Pay the Price for Poor LTC Planning
Filial responsibility laws are state laws that can essentially hold adult children liable for their parent’s long-term care costs.
Can We Please Stop Hyping Death and Taxes?
It's hard to hold a productive discussion based on hyperbole.
3 Quick, Valuable Lessons for Advisors
The financial advice profession has plenty of complicated stories. What advisors need is tangible lessons that can be easily recalled.
Republicans’ Haste Warps Their Tax Legislation
The author wonders whether the lawmakers really know what's been swept under that rug.
Reducing RMDs’ Tax Impact by Using NUA Tax Break
To reduce potential future tax burdens of RMDs, an often-overlooked net unrealized appreciation strategy may benefit younger clients.
There’s a Better Way to Reform the Corporate Tax
A Berkeley professor’s plan could increase investment, improve efficiency, lower the trade deficit and help the poor.
Yes, a Corporate Tax Cut Would Increase Investment
Republicans have science on their side when it comes to this part of their tax plans.
Creating a Special Needs Plan for Social Security, ABLE Accounts
Recent data shows one in five individuals will face the need for special needs financial planning, but it’s often overlooked by advisors.
4 Steps to Take When Launching Your Advisory Business
It's important to walk through your decision, so you can be reasonably sure you’re doing the right thing for the right reasons.