Why I Won’t Sell Life Insurance Any More
Over the last seven years, I’ve sold life insurance policies when necessary, but here’s why I won’t offer any more insurance products to clients.
Social Security Claiming Options: Don’t ‘Save the Date’
Social Security agents want you to get the most in benefits, but the more important issue is when you get those benefits.
Advisors Focus on Financial Planning Needs of U.S. Military Members
Former Marine Rob Aeschbach says that for many young service members, concepts like saving and budgeting are alien, but advisors are stepping up.
How Financial Planning Improves Investors’ Bottom Lines
My financial planning "software" stress-tests a client’s portfolio by calculating their federal and state tax burden for years to come.
Social Security and Tax Planning: The Advisor Opportunity
Neither process is fun, but relieving the confusion and frustration surrounding the Social Security planning and claiming process represents a major business-building opportunity for advisors.
Using Qualified Plan Dollars to Buy Life Insurance
For your small-business-owner client, this strategy can ease the transition of the business upon the owner’s exit. Watch the details, however, especially on taxation.
Reversionary Annuities Gain Traction Among Insurance Carriers
This life insurance alternative may provide a more affordable option than a traditional annuity, since the premium is paid over time.
Investing in Collectible Cars for Pleasure and Profit
Auction prices for rare automobiles have skyrocketed into the millions of dollars, but special cars need special treatment—and insurance coverage.
Minimizing the 3.8% Medicare Tax From Retirement Account Distributions
Advisors can prove their worth in helping clients minimize the impact of the new 3.8% net investment income tax that can come from retirement accounts.
How Advisors Use Liquid Alts: The Business Continuity Issue
Advisors use liquid alternative investments for several reasons, like to reduce portfolio volatility. One of the overlooked reasons involves the health of their own firms.