How to Be a Marketing Fiduciary in 3 Areas of Your Practice
By Johnny SandquistThe way an advisor markets his firm can touch every aspect of his business, leaving clients and prospects alike feeling either valued or not.
November 30, 2017
Life Near the ACA Cut-Off CliffAn agent who still dares to help clients under 65 with health coverage does some strange math.
November 29, 2017
When the IRS Wants Your Life Insurance PolicyThe government can establish a lien against a policy. It can also foreclose.
November 29, 2017
Republicans’ Haste Warps Their Tax LegislationThe author wonders whether the lawmakers really know what's been swept under that rug.
November 28, 2017
Let Clients Figure the Retirement Funding Catastrophe Out for ThemselvesThe silver tsunami is here, and maybe all we have is ... some rubber duckies.
November 27, 2017
Reducing RMDs’ Tax Impact by Using NUA Tax BreakTo reduce potential future tax burdens of RMDs, an often-overlooked net unrealized appreciation strategy may benefit younger clients.
November 27, 2017
The Consumer Price Index Starts a New Chapter'Chained CPI' tends to be more generous toward the young than it is toward the old.
November 27, 2017
4 Hot Trends to Buy Into Before Year EndsBefore we bid our final adieu to 2018, we offer one last look at tradeable sectors for Q4 and beyond.
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