A Long-Term Care Planner's Confession
By Margie BarrieAn LTCI veteran looks at why some clients still receive care outside their homes.
November 18, 2024
Businesses Can Use Life Settlements, TooFor these clients, knowing when to keep a policy and when to sell it could help the bottom line.
November 12, 2024
Bipartisanship Is Alive and Well in the Retirement ArenaWhatever our views on abortion, gun rights or the limits of the First Amendment, we're all getting older.
November 05, 2024
Market Volatility Tied to Elections Can Be a Friend or FoeStock prices tend to reward investors who stick with their long-term strategy during turbulent periods.
November 05, 2024
Where to Find 4 Types of Wealthy ClientsPotential clients can be broken down, broadly, by how much they have and how much they earn.
November 04, 2024
5 Steps to Prepare for Post-Election Tax ChangesAdvisors taking a proactive stance can help clients in working toward protecting their wealth amid political uncertainty.
October 31, 2024
How AI Will Reshape Life SettlementsThe life settlement market is all about data. Artificial intelligence is good at that.
October 31, 2024
Help Clients Avoid Hitting HSA Contribution LimitsAccount owners who add too much cash could face penalties.
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