As April 15 Looms, What Can You Do to Help Your Clients?
By Anthony VossenbergYour clients are likely busy wading through receipts and tax forms, hoping for a refund. It might not seem like the best time to get in touch with them, but it is.
March 29, 2012
Video: On Roths, Taxes and Protecting AssetsOhio advisor John Zidan explains how Baby Boomers need to factor in tax considerations and address safe money investments when planning for their retirement.
March 29, 2012
Sell Only Variable Annuities? Plans Change, and so Should You.Risk averse clients are better off with an indexed annuity.
March 29, 2012
Sell Only Variable Annuities? Plans Change, and so Should You.Risk averse clients are better off with an indexed annuity.
March 29, 2012
Seniors Speak Out on Finances and HealthHow do seniors feel about their current financial and health situation? Opinions are mixed.
March 29, 2012
Reverse Mortgages and Retirement Planning: Bridging the Income GapReverse mortgages, while often overlooked as a planning tool, are increasingly taking on an important role in effective retirement planning.
March 29, 2012
High Gas Prices: More Than One Way to CopeGas prices are rising, again. Richard Hoe says you can get around the increased expense, and you don't necessarily have to buy a Prius to do it.
March 29, 2012
Of the PPACA Battle Lines, (Anti)Social Security & Hartford’s Dismemberment: What We’re ReadingA selection of our favorite stories from the past week, by the reporters and editors of LifeHealthPro.com
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