The big political debate over the Employer Health Tax Exclusion
By David A. SaltzmanYou may be surprised by some of the political alignments on this most important issue.
June 07, 2016
A CFP’s View of the CFP Board on Wall StreetA reader shares feelings about how the CFP mark is misused by unscrupulous financial professionals.
June 07, 2016
9 Ways to Create a Culture of CybersecurityThe biggest stumbling block for RIAs when it comes to guarding against cybersecurity breaches is not technology-based, it's a people problem.
June 07, 2016
The Federal Reserve risks helping Donald TrumpThe Fed is poised to raise interest rates again, after raising them in December for the first time in more than nine years.
June 07, 2016
The Federal Reserve risks helping Donald TrumpThe Fed is poised to raise interest rates again, after raising them in December for the first time in more than nine years.
June 07, 2016
Universal basic income is ahead of its timeWhat would a universal basic income plan, like one that recently failed in Switzerland, mean for the United States?
June 07, 2016
The Advisor’s Journey to CRM Success, Pt. 11: The Benefits to Firm GrowthIn revisiting the steps along the way to CRM Success, you may have realized that the journey never really ends.
June 07, 2016
New Estate Planning Strategies for a Post-Portability WorldIn particular, if your clients are still relying on credit shelter trusts set up before 2013, beware the adverse tax consequences.
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