5 Ways to Get Millennials Out of the House
An advisor explains how financial professionals can help young clients move ahead (and away from their parents' homes).
Trump Is Repeating Obama's Rookie Mistakes
Like Obama with the ACA, out of the gate Trump is focusing on the wrong issue when he should be pushing tax reform.
Indexed Annuities Exemption Would Ease DOL Fiduciary Burden
While fixed indexed annuities would potentially be ineligible to take advantage of the BICE under the fiduciary rule, the DOL has proposed a class exemption.
3 Keys to Giving Client Gifts With Maximum Impact
The power of a properly executed gift can never be underestimated.
Business Succession Planning and the Buy-Sell Agreement
Tax Facts Online offers a detailed breakdown of how to handle buy-sell agreements in succession planning.
3 Reasons Peter Drucker Could Have Run Your 401(k)
When talking to clients about their retirement plans, turn to "The Father of Modern Management" for wisdom.
How to Minimize Pricey Medicare Surcharges
Moderate- to high-income clients face Medicare income-based surcharges that can add nearly $9,000 to the client’s total Medicare bill in 2017.
Estate Planning 101: Motivating Clients to Get Started
Helping clients focus on the positive aspects of putting a plan in place may help motivate them to commit to the process.
Trump Tax Reform May Prompt Changes in Clients’ 401(k) Strategies
The new era is expected to substantially reduce income tax rates for high earners but will complicate retirement income planning.
Selling Fiduciary: A Prototype for Independent RIAs
Dan Moisand's firm can teach the industry how to take the fiduciary standard to the next level.