Are You on the Seminar Hamster Wheel?
By Seth GreeneYou should invite people who have more in common than a need to eat.
April 25, 2017
The Human Side of Financial Planning: George Kinder Talks About Dick WagnerI dont think that life planning as we or I know it would exist if it werent for Dick, according to George.
April 25, 2017
Helping Your Clients Afford a More Expensive RetirementYour client should have plenty of income from annuities, but what if you have to fill in gaps?
April 24, 2017
Are IOVAs the Future of Variable Annuities?While VA sales have slumped, one type attracts clients who are set on increasing tax-deferred savings in pre-retirement years.
April 24, 2017
What Markets Should Conclude From France's ElectionMarkets understandably will be relieved by the outcome of this first round of voting, but don't relax yet.
April 24, 2017
My Client Almost Paid a Boatload of Money in TaxesOne little decision about a parent's savings could lead to a huge financial hit.
April 24, 2017
This Is the Basic Tax Rule for Annuity PaymentsTax Facts experts explain how to look at taxing an annuity payment, or "amounts received as an annuity."
April 21, 2017
Republican Health Care Policy Is Trial and ErrorThe author questions whether jamming in any old thing that fits is the best approach.
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