The High Cost of Waiting to Plan for Long-Term Care
By Margie BarriePeople in their 40s tend not to think much about this topic, but they should.
February 24, 2023
How Secure 2.0 Can Expand Your MarketWondering what it's all about? Here's a primer.
February 24, 2023
Part B Premiums: A Medicare Customer QuestionOne of the most confusing Medicare concerns is one of the most common Medicare concerns.
February 24, 2023
How Scammers Are Targeting Your ClientsOne solution may be to label your outbound calls.
February 24, 2023
Collaborative Divorce: How Advisors Can Help Their Clients Split AmicablyThis alternative divorce process keeps couples out of court, and advisors have an important role to play.
February 22, 2023
Rule of 55 vs. Section 72(t): Which Is Better for Early Withdrawals?Your client may not know that they can tap retirement accounts early without penalty. But should they?
February 21, 2023
The War on Offensive Language Has Gone Too Far (Can I Still Say 'War'?)Yes, it's important for advisors to speak carefully, but new diktats seem designed to cause us to fail.
February 13, 2023
How the Ideal Portfolio Is Like the Ideal SpouseA little Valentine's Day fun: Is your client's portfolio "marriage material"?
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