4 Things Your Financial Planning Software Should Do
By Joe ElsasserWhether you're looking for a specific tool or a general CRM, here's what to keep in mind.
January 31, 2022
Virtual Rules of Zoom EngagementOne way to make the most of online meetings is to show some respect.
January 25, 2022
How Inflation Really Hurts Retirees — and What to Do About ItHere are two cheap ways to help protect against inflation, without buying more stocks.
January 18, 2022
When Your Prospect Says, 'I Have No Money'Little fish might get bigger. Or, at least, know some bigger fish.
January 10, 2022
Debate: Should the Net Investment Income Tax Be Expanded?Two professors debate a Build Back Better Act provision that would apply the tax to income from a business in which the taxpayer participates.
January 10, 2022
Tax Court Decision Shows Pitfalls of Self-Directed IRAsWhile a checkbook control IRA can give the account owner more control over retirement investments, serious negative tax consequences can result.
January 07, 2022
Will Investors Go Along With a Weaker 'Fed Put'?Why were investors taken by surprise by the Fed's recent hawkishness, and what are the implications for future price moves?
January 04, 2022
The Hidden Hazards of Taking a Social Security Lump SumA client's plan to work six months after full retirement age and then collect a big payment could have consequences.