Turn Term Policies into Cash With a Life Settlement
By Robin S. Weinberger and Peter N. KatzThe authors give four examples of transactions involving convertible policies.
September 25, 2017
Sizing Up QE Now That It’s EndedDid quantitative easing do any good? It probably helped end the Great Recession, though we'll never know for sure.
September 22, 2017
Tax-Smart Strategies to Maximize Hurricane Donation DollarsThe IRS has taken action to make it easier for clients to donate without adverse tax consequences.
September 22, 2017
A Central Bank Puzzle for Our Era: What Gives?Inflation isn't following the formulas. Perhaps that's because the global economy has changed.
September 22, 2017
Taking a ‘Textbook’ Approach to TechIn 2013, Weston Financial had reached a stalemate. The technology platform Weston had been using which was not robust enough to carry Weston forward was being decommissioned by the vendor.
September 22, 2017
GOP Health Care Bill Is Fair to All StatesThe author says the current policy of favoring more generous state is the one that's unfair.
September 21, 2017
Bet With Buffett, Not Against HimDo you want to bet with or against Warren Buffett? That is a simple question. Yet it has surprisingly complex meanings and ramifications.
September 21, 2017
The NIPR Has Your NumberA producer licensing expert looks at an entity that affects just about every move you make.
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