Court Clears Path for Medicaid-Compliant Short-Term Annuities
By William H. Byrnes, Robert BloinkAn appeals court ruling provides some clarity on when short-term annuities can be used for long-term care expenses.
September 18, 2015
LTCI Watch: HalloweenMaybe this is a great marketing vehicle for insurers with stamina.
September 18, 2015
TurboTax and CPAs: Lessons for Planners on Robo-AdvisorsOur view: Financial planning will turn out to be the wooden stake in the heart of digital advice platforms.
September 18, 2015
Maybe Banks Manipulated Treasury Bonds, TooIt seems quite plausible that the next round of big banks-rigging-things cases will be about rigging the Treasury auction market.
September 18, 2015
If Einstein Ran the Fed, Rates Would RiseEinstein said weird stuff happens at the quantum level, Bloombergs Mark Gilbert writes. Standard economics is not appropriate as one approaches the zero rate bound.
September 17, 2015
Human Capital Crisis Stretches Far Beyond AdvisorsAdvisors, like other American businesses, need to invest "consistently and systematically" in the youngest members of society, says ReadyNation's Robert Dugger.
September 17, 2015
Talking about death and humanityHow can we bring humanity into everything we do, including planning for death?
September 17, 2015
Talking about death and humanityHow can we bring humanity into everything we do, including planning for death?
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