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.
PIMCO’s Gross Prefers Bonds to the Mattress, St. Louis Fed Not So Sure
Bill Gross says financial assets still beat cash, yet the St. Louis Fed finds Americans have been massively hoarding cash. Time to stuff your mattress?
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.
U.S. Sleeps as 9/11 Approaches: News Analysis
History suggests that an environment of growing threat and shrinking resolve provokes our enemies.
Top Portfolio Products: WBI Launches 10 ETFs
Other new products include 10 bundled services for life settlements from AVS Group.
Napa Earthquake Could Cost $4 Billion as Wineries Close
Insurers will probably cover about $2.1 billion of the damage from the quake, the strongest Northern California has seen in 25 years.
Andy Friedman: 4 Reasons to Use a Trust to Preserve Assets
Families far below the estate tax threshold are catching on to the benefits of trusts, political analyst and tax expert Andy Friedman says.
Under the Hood: Medicare Premiums—What You Need to Know, Pt. 2
Understanding the premiums for Medicare parts A, B and D, along with some changes to the program from the Affordable Care Act.
10 Luxury Items the Super-Wealthy Must Have (and Insure)
Watch out: the cost of these high-end goods goes well beyond the sticker price.
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.