Are regulators friends or foe?
By Arthur D. PostalHave state regulators placed their need for hidden revenues above their mission of ensuring a viable and competitive insurance industry?
August 26, 2014
Good news for benefit advisorsToo many employers are chasing today's problems with yesterday's tools.
August 26, 2014
The Magic Formula for Advisory Firm Success? There Isn’t OneEach firm is different, every owner is different, but the successful ones commit to aget thisplan, and learn from their failures.
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.
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