How Taxation of Life Settlement Proceeds Works Now
By Wm. Scott PageThe size of the tax bill depends partly on the health status of the client.
February 07, 2023
12 Tips for Clients Who Are Digital NomadsAs their advisor, you can help these clients save money while they work from wherever they choose.
February 07, 2023
Variable Annuities Look Pretty Good at Tax TimeYour clients might want to consider a variable annuity if they want to avoid capital gains taxes.
February 06, 2023
They Changed Their MindsA sales coach reveals the secret to making sales decisions stick.
February 06, 2023
Secure 2.0 Can Make Clients' Retirement Plans StrongerExplaining change can create sales opportunities.
February 03, 2023
How GIPS Can Help Advisors Boost Client ConfidenceBecoming GIPS-compliant can be a lengthy and costly process, but it's worth the investment.
February 03, 2023
When Markets Are This Hot, Should You Jump In?The S&P 500 is up almost 9% this year, Nasdaq has gained over 16%, and Bitcoin's jumped more than 44%.
February 02, 2023
Why Wealth Taxes Have Always Been a Terrible IdeaA 1% or 2% wealth tax may sound small, but it's actually very large compared with current tax rates.
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