Using innovative solutions to control costs
By David A. SaltzmanData is king, and it will help you sell much, much more effectively.
April 08, 2015
The wrong way to save for retirementAmericans really do need more money for retirement. Missing, however, is a realistic discussion of where that money might come from.
April 08, 2015
The wrong way to save for retirementAmericans really do need more money for retirement. Missing, however, is a realistic discussion of where that money might come from.
April 08, 2015
National Health Care Decisions DayThe day after Tax Day may be even more important: It's National Healthcare Decisions Day (NHDD).
April 08, 2015
National Health Care Decisions DayThe day after Tax Day may be even more important: It's National Healthcare Decisions Day (NHDD).
April 08, 2015
When Stock Appreciates: Rethinking Clients’ GRAT Asset AllocationsMany clients who established grantor retained annuity trusts (GRATs) are now experiencing sellers remorseespecially those clients who funded a GRAT with appreciating stock.
April 08, 2015
NAPFA, Take 2: Just Say ‘No’ to PoliticsThe response to my suggestion that NAPFA not get involved with protesting Indiana's law graphically illustrates my point.
April 07, 2015
On the Third Hand: Regtap secretsThe HHS PPACA program team is not a great model of transparency.
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