In Giving Season, Reminders From IRS; Guidance From CFP Board
By Richard Niles, J.D.Timely reminders on smart client giving during the holiday season include IRS rules and suggestions from the CFP Board's Consumer Advocate Eleanor Blayney.
December 11, 2012
Disability Insurance Observer: PPACAWhat will the new federal health care law do to claims?
December 11, 2012
Disability Insurance Observer: PPACAWhat will the new federal health care law do to claims?
December 11, 2012
Wrong name, right productWould a rose by any other name smell as sweet? Possibly not.
December 11, 2012
Wrong name, right productWould a rose by any other name smell as sweet? Possibly not.
December 11, 2012
Retirement saving incentives are under threatThe tax-deferred status of annuities must be protected, says IRIs Cathy Weatherford.
December 11, 2012
Retirement saving incentives are under threatThe tax-deferred status of annuities must be protected, says IRIs Cathy Weatherford.
December 10, 2012
(Not) Measuring Up: Advisor Benchmarking Studies Are UselessI find these studies to be useless, and often dangerous, if taken seriously. For one thing, how accurate is the data, especially on owners income?
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