A Medicare Primer for Advisors
By Mike PattonTo be able to guide your clients, here are the basic details on whos eligible and what the premiums are.
March 28, 2014
Consumer communication: outputs or outcomes?New consumers aren't searching for disclosure. They are searching for relevance.
March 28, 2014
Consumer communication: outputs or outcomes?New consumers aren't searching for disclosure. They are searching for relevance.
March 28, 2014
Aging myths and their impact on your practiceWhat myths do you encounter in your practice every day and which ones are not true?
March 28, 2014
Aging myths and their impact on your practiceWhat myths do you encounter in your practice every day and which ones are not true?
March 28, 2014
No, Asset-Based Fees Don’t Make Any Sense"Better than commissions" isn't an adequate defense of the AUM model. There are many advisors who prove that a retainer or hourly fee model works.
March 27, 2014
Your Clients Are Getting Older. So What?The risk to financial planners of aging clients may be overstated if you look at mortality numbers and do the math on safe withdrawal rates.
March 27, 2014
How Tax Efficient Is Your Muni Bond Portfolio?Investors typically think of municipal bond products as being tax-free. However, in many cases, that is not the reality.
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