What health care consumers don't know can cost them
By Daniel WilliamsIt's a real opportunity for advisors to step in and help their senior clients learn what's available for them.
December 11, 2009
Mixed Messages and Unexpected MovesIs the SEC's offer to delay implementation of Rule 151A by a couple of years good news, or bad news?
December 11, 2009
The Process of EliminationAfter thinking more about the two reregulation bills working their way through Congress, it occurs to me that there is a faint silver lining on...
December 10, 2009
Boomers instill their own values in technologyTypical of boomers, they insist on applying their own values to technology, a recent report by AARP and Microsoft found. "Boomer ideals were forged in an...
December 10, 2009
Advisors look to independent firmsIf you're thinking of striking out on your own and becoming an independent advisor, you're not alone. A recent survey by Charles Schwab of advisors...
December 10, 2009
LLC Compliance: Having the ConversationA set-it-and-forget-it attitude among LLC members is understandable. But passive as the LLC may be in its operation, compared to alternatives, it's hardly without governance requirements.
December 10, 2009
The rank (and file) smell of desperationTalk about a head scratcher. The plan now is to expand Medicare while at the same time gutting it (if such a thing is possible)....
December 10, 2009
Boomers who want to age in place need LTCIMore evidence of the importance of long-term care insurance in your clients' portfolios: According to a recent study by the American Association for Long-Term Care...
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