New PPP Loans: Questions and Answers
By Mark SchmidtNow that the PPP is reopening, here's what you need to know to help your small-business clients speed up the loan application process.
January 07, 2021
The 5 Paradoxes of PlanningOne surprise is the strange behavior of interest rates.
January 07, 2021
3 'Must Ask' Questions to Guide Your Strategic PlansIf you can't define why you're aiming for a specific goal, how do you know it will get you what you want to achieve?
January 06, 2021
For Wealthy Women, Tax and Estate Planning Is Weak LinkA Biden administration may mean tax policy changes and should be a wake-up call to women to get their estate plans in order.
January 05, 2021
How to Help Clients Fulfill Insurtech Resolutions in the New YearAn Aflac executive makes the case that brokers should expect insurers to offer customers a good digital experience.
January 05, 2021
LinkedIn Etiquette: Interacting With People Who Want to Sell You SomethingYou may be on there to generate some leads. What if connections think of you as their lead?
January 04, 2021
Why Ark CEO Cathie Wood Is Trouncing RivalsHer Genomic Revolution, Innovation and Next Generation Internet ETFs returned 203%, 159% and 157%, respectively, in 2020.
January 04, 2021
COVID-19 and Its Impact on Divorce and Retirement PlansDeath or disability due to COVID-19 can have a huge impact on retirement savings of couples that are divorcing or contemplating divorce.
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