SEC Approval of Bitcoin ETFs Could Come This Week
By Ric EdelmanMy prediction: They will collectively represent the most successful ETF launch in history. But don't get too excited.
December 29, 2023
Don't Forget This Important Planning Task for the New YearTaking some time now to plan for your business enables you to serve clients better.
December 26, 2023
Next Up: Medicare Advantage Open EnrollmentFrom January through March, clients with Medicare Advantage can make changes to their plan.
December 21, 2023
How Interest Rate Cuts, Falling Inflation Could Affect Clients in or Near RetirementLower interest rates and lower inflation are generally positive factors for investors as they leave the workplace.
December 20, 2023
Procrastinator's Guide to Year-End Tax Savings, 2023 EditionThese tax-saving moves might seem incredibly simple, but they can add significant value come April.
December 13, 2023
The Retirement Spending Assumption Dave Ramsey, and Most Advisors, Aren't Talking AboutDon't be so quick to yell "heresy" at the thought of an initial 8% withdawal rate. Here's why.
December 11, 2023
This Overlooked Secure Act Change Makes Roth 401(k)s More AttractiveThe law removed the lifetime RMD requirements from these accounts starting in 2024.
December 08, 2023
Debate: Should Social Responsibility Be Factored Into Retirement Planning?Opinions differ on considering ESG factors when selecting retirement plan investments.