Understanding the CPA’s world
By Brandon StuerkeUnless you truly understand the challenges a CPA faces, you are less likely to form an alliance with them.
September 17, 2012
NAIFA: Washington's callingNAIFA announces a Congressional Conference from April 8-9 to remind Congress not to tax life insurance.
September 17, 2012
Five Good Questions for Moshe MilevskyFrom solving the annuity puzzle to figuring out the best role for GLWBs, the retirement-planning expert has some revealing insights
September 17, 2012
Seniors talk about fixed annuitiesWe spoke with a group of senior clients to find out if they have ever owned a fixed annuity and if they havent, asked "Why not?"
September 17, 2012
Seniors talk about fixed annuitiesWe spoke with a group of senior clients to find out if they have ever owned a fixed annuity and if they havent, asked "Why not?"
September 17, 2012
Will Australian Financial Reforms Be a Template for the U.S.? Pt. 1Changes include a ban on investment commissions and fiduciary duty for those giving advice.
September 17, 2012
Don’t Let Clients Be Blinded by the 2013 Sunset: Tax Planning NowThe possible tax changes with the New Yearand a definite onethat you should consider for your clients, regardless of who is president.
September 17, 2012
Helicopter Ben Strikes Again! Implications of QE3The Bernanke put is alive and well, but now the United States must rely on entities other than the Fed to buy its debt.
Commentary