How Do You Plan for Clients When You Can’t Trust the CPI?
By Bob ClarkPeter Schiff's relentless questioning of the government's CPI data--is inflation really so low?--raises a daunting question for advisors and their clients.
January 22, 2013
End scene: Succession planning for our clients and ourselvesProducers shouldn't sell succession planning advice that they don't follow themselves.
January 22, 2013
Want Differentiation and Success? Advise 401(k) Plan Participants DirectlyForget the current focus on building a 401(k) business at the plan level; there is much more satisfaction and career fulfillment providing advice to plan participants.
January 22, 2013
HHS, genetic information and LTCIThe feds might allow applicants one-sided access to test results. An LTCI specialist responds.
January 22, 2013
HHS, genetic information and LTCIThe feds might allow applicants one-sided access to test results. An LTCI specialist responds.
January 22, 2013
To Save Clients a Tax Audit, Consider $249.99 Charitable GiftsAs you and your clients prepare for tax season, you might want to discuss this charitable giving strategy with your clients.
January 21, 2013
A Time-Limited Benefit of Fiscal Cliff Act: Tax-Free IRA Charitable RolloversWhile the fiscal cliff law marked the beginning of a new era of higher taxes for many taxpayers, it also revived a way to reduce taxable income: tax-free treatment of charitable contributions from IRA accounts.
January 21, 2013
LTCI Watch: Amour (with spoilers!)The accidental theme may be that the middle-aged daughter had better buy private LTCI.
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