Helping Your Clients Afford a More Expensive Retirement
By Darwin M. BaystonYour client should have plenty of income from annuities, but what if you have to fill in gaps?
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.
April 21, 2017
The Secret to Your True Potential Is Fried ChickenOne strange trick? Stop telling clients and prospects "thank you."
April 20, 2017
Reboot a Great Prospecting MethodMaybe you should know more about what the Veterans Benefits Administration has to offer.
April 19, 2017
Government Shutdown Is Logical But Not LikelyThe same group of House Republicans that blocked the AHCA bill could cause trouble.
April 19, 2017
Will Robo-Advisors Be Terminated?The once great disrupters seem to have met their limitations. What should advisors expect from this technology now?
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