Do the PPACA math
By David A. SaltzmanIs Massachusetts the future? If so, David Saltzman says, current health reform efforts may not compute.
January 16, 2013
4 ways to replace life insurance sales lost due to the fiscal cliff dealSo the fiscal cliff deal wiped out some of your clients' estate planning needs. There are still plenty of ways to replace that income.
January 16, 2013
LTCI Watch: NamesHere are some more ideas about who should serve on the new LTC Commission.
January 16, 2013
LTCI Watch: NamesHere are some more ideas about who should serve on the new LTC Commission.
January 16, 2013
The Future of Financial Advice? Maybe It’s Health CareI suspect that financing health care will replace investments as the primary service demanded by advisory firm clients in the all-too-near future.
January 16, 2013
In Review Season, More Clients Say They Don’t Need OneOn the sixth anniversary of traveling my Road to Independence as an RIA, what Im saying to clients, and what theyre saying to me.
January 15, 2013
4 ways to replace life insurance sales lost due to the fiscal cliff dealSo the fiscal cliff deal wiped out some of your clients' estate planning needs. There are still plenty of ways to replace that income.
January 15, 2013
Are All Your HNW Clients’ Assets Disaster-Ready?Recent investing decisions by the affluent, and increasingly unpredictable weather events, highlight the need to evaluate clients specific risks, and transfer these exposures via appropriate insurance coverage and financial limits.
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