Helping Clients Understand the RMD Rules for Retirement
By Roger IngwersenIts important to be sure that your clients have all of the essential information regarding RMDs to ensure that they dont make expensive mistakes.
February 02, 2018
How the New TCJA Tax Law Affects Life SettlementsEveryone involved in estate planning needs to think about the implications for life settlement options.
February 02, 2018
‘Off the Charts’ Sharpe Ratio Could Signal Time for Caution in 2018Last year brought low volatility and high returns. Don't expect those conditions to last.
February 01, 2018
Some Jobs Are Best Left to Mutuals and NonprofitsThe columnist wonders if the health insurance sector has taken the wrong path.
February 01, 2018
Why We're Still Unprepared for Flu and Other CrisesThe author says the United States could do more to control one of the major life, health and disability wildcards.
January 31, 2018
What’s Financial Advice Really Worth?To tackle the robo threat, millennial advisors are packaging their value at a price that surprises some financial professionals.
January 31, 2018
What to Say Now About LTCI Rate Increases: LTCI InsiderA longtime LTCI specialist returns with a column about those premium changes.
January 31, 2018
The No. 1 Misconception About Retirement SpendingDoes spending go up or down over the course of the retirement years, or does it remain the same?
Commentary