Retirement income planning: Learning the hard way
By Steven McCartyConsumer demand is high and advisor interest is mounting but how should you respond to this opportunity?
February 05, 2014
On the Third Hand: MeanDo we really want a government regulator to think of sick people as dead weight?
February 05, 2014
Advisors: Are You Ready for the 1 Billion?That's the number of women expected to enter the work force over the next 10 years. Are you prepared to work with them?
February 05, 2014
The Vindication of History: Harold Evensky and CFP LiteThe CFP Lite designation promoted by Evensky 15 years ago could have raised the stature of professional CFPs, not to mention helping end clients.
February 04, 2014
IRS Grants Reprieve for Late Portability ElectionsThe IRS has provided a limited reprieve for clients who didn't take advantage of the portability of a first-to-die spouses unused estate tax exemption.
February 04, 2014
'Self-insuring'What do you say to non-billionaire prospects who still think that way?
February 04, 2014
So much for PPACA effectiveness researchA blogger argues that randomized controlled trials would be better than pilot projects.
February 04, 2014
U.S. Stocks Remain Much More Than Just OK—Searching for Alpha for February 2014Yes, January was a tough month for the markets, but a look at some data suggests its time to recommit to U.S. stocks.
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