Don’t let clients be blinded by the 2013 sunset: Tax planning now
By Richard Niles, J.D.The possible tax changes with the New Year and a definite one that you should consider for your clients, regardless of who is president.
October 10, 2012
To Succeed, Get Your Service Mix Right, AdvisorIn building an investment advisory business, providing the right mix of services, and focusing on how they are delivered, is critical for practice success.
October 10, 2012
Oct. 15 Deadline Looms for 11 Million TaxpayersAutomatic extensions to file and in some instances pay income taxes expire Oct. 15, though some taxpayers will have more time.
October 10, 2012
The Rose’s Thorn: Increasing Premium Rates for Hybrid Life Insurance-LTC PoliciesPremiums for long-term care insurance have increased dramatically in recent years, causing clients to turn to hybrid policies that, unlike traditional long-term care policies, are certain to provide some type of future benefit.
October 09, 2012
Reaching across the aisleIts time to create bipartisan financial strategies for clients that include growth and safety.
October 09, 2012
On the Third Hand: FrivolityWealth bashing and pledges about taxes are amusing games for another, happier era.
October 09, 2012
Can Advisors Have ‘Zero’ Conflicts of Interest? The Legal and Regulatory RecordThe CFP Boards director of investigations makes the case that there is no such thing as zero conflicts of interest and that the nature of material conflicts of interest is subject to change.
October 08, 2012
Annuity marketing and the issue of genderHow do advisors approach men and women clients differently when it comes to discussing financial matters?
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