Disability Insurance Observer: Trainers
By Allison BellMaybe one key to increasing real productivity is re-learning how to transfer knowledge.
December 18, 2012
Gift Now or Not? Impact of Pease Limit on Charitable DeductionsWhile many of your clients are left wondering if they should accelerate charitable giving into 2012 to ensure that they reap the benefits of the current deduction, others are looking ahead to an entirely different scenario.
December 18, 2012
Eliminating Manual Processing in Alts: Millennium Trust’s McCartanNew research explores the issue of manual processing and reporting of alternative investments. Millennium Trust's Scott McCartan explores the findings.
December 18, 2012
Warn the womenFemale long-term care insurance shoppers should think about buying sooner rather than later.
December 18, 2012
Tiny earthquakesEvents from the December 14 mass shooting at Sandy Hook Elementary have one editor looking for answers wherever he can find them.
December 17, 2012
On the Third Hand: MeanieThe new multi-state plans should comply with the rules of one, and only one, really tough state.
December 17, 2012
Is Kitces Right on When a CFP’s Fiduciary Duty Should Apply?Advancing the discussion, Michael Kitces urges the CFP Board to abandon its approach of limiting when a fiduciary standard should apply to certificants.
December 17, 2012
As Fiscal Cliff Nears: To Sell or Not to Sell?Four issues Ill be considering on behalf of my clients' investments as the New Year approaches.
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