Beyond the IRA: Remember Life Settlements
By John DallasYou might already know plenty about life settlements. If not, here's a look at why clients might need them.
May 18, 2017
After “Yes,” Holding It All TogetherJust keeping quiet may put the client in the mood to back out.
May 17, 2017
On Medicaid-Compliant Annuities, How to Stay Within the LinesWhen a married client requires long-term care, the healthy spouse will worry how to pay for that care and her own living expenses.
May 17, 2017
Cost of Health Insurance Isn't All About FairnessRisk is unfair, and that means insurance prices often look unfair.
May 17, 2017
Maybe HIPAA Protected You From WannaCryThe federal health information security rules are annoying, but so is ransomware.
May 16, 2017
Google's AI Brains Need to Work on Their Bedside MannerOther countries may have to come up with their own versions of the U.S. health data privacy and security rules.
May 16, 2017
Jamie Green: The Right Man at the Right TimeThe former editor never lost sight of the real goal: providing information to help independent financial advisors better serve and care for clients.
May 16, 2017
Continuity Planning: The Missing Link in Most Succession PlansWhile the industrywide lack of succession planning has been largely addressed, I find todays plans often fail to address an equally serious problem for clients.
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