Annuities and Trusts: A Tricky Combination
If you combine an annuity with a trust without getting good legal advice, well, good luck with that.
GOP Tax Reform Bill Unveiled: A First Look
The bill does contain a few twists — especially with respect to popular itemized deductions and small-business taxation.
7 Steps to Crafting a Philanthropic Mission Your Clients Will Love
Your clients value your financial expertise, but they are likely searching for something more than tax structuring.
GOP Tax Plan Increases Need for Estate Planning Flexibility
For high-net-worth clients, the key principle today is keeping options open.
Key GOP Senator Susan Collins Lays Out Her Demands for Tax Bill
She says the outreach on tax issues has been better than the outreach on health care.
Retirement Saving Checklist: 15 Things to Know That Can Lead to Success
Using this checklist, clients can be better prepared for retirement by assessing their behavior and actions around retirement saving.
FINRA Regulatory Chief Axelrod to Depart
After 28 years at FINRA and its predecessor, Susan Axelrod will step down.
10 Least Tax-Friendly States in US: 2017
Since each state has its own rules on what gets taxed, at which rate and when, there's a lot of variation across the country.
GOP Tax Reform Rattling Stock Option Strategies
The GOP tax reform framework contains few details, but tax planning for high-income clients who are compensated with stock options is muddled.
Get Clients to Break Their ‘Money Silence’ or Lose Them
Kathleen Burns Kingsbury tells ThinkAdvisor about how advisors can significantly boost clients' financial literacy — and stop the next generation from firing them.