Learn math or get left behind
By Barry RitholtzSome have suggested starting statistics education in kindergarten. That might be a little radical, but beginning early is crucial.
August 25, 2014
Social Security and Tax Planning: The Advisor OpportunityNeither process is fun, but relieving the confusion and frustration surrounding the Social Security planning and claiming process represents a major business-building opportunity for advisors.
August 25, 2014
Recharacterizing Roth IRAs Smartly: Use Multiple RothsDespite the benefits that recharacterizing a Roth conversion can offer, this route can sometimes function as a double-edged sword.
August 25, 2014
How Financial Planning Improves Investors’ Bottom LinesMy financial planning "software" stress-tests a clients portfolio by calculating their federal and state tax burden for years to come.
August 22, 2014
5 myths that independent insurance agents believe about life settlementsWhen executed well, a life settlement is a boon for the consumer, the advisor and the industry.
August 22, 2014
Working with advisors: The good, the bad and the uglyForming a relationship with an advisor brings you instant credibility with their referrals.
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