Capitalizing When Your Competition Forfeits the Game
By Bryce SandersWhen everyone else is Zoomed out… be awake.
September 17, 2021
5 Ways Kindness Can Boost SalesSome take a dog-eat-dog approach. You could give the dog a biscuit.
September 13, 2021
Debate: Do Cryptocurrencies Belong in Retirement Accounts?Two professors debate whether Bitcoin and other cryptocurrencies are worth holding in IRAs.
September 09, 2021
Taxpayer-Friendly Trust Laws Are Florida's Latest AttractionUnder the new Uniform Directed Trust Act and Community Property Trust Act, Florida is even more hospitable to directed trusts or community property trusts.
September 07, 2021
Clients Can Use 529 Plans to Pay for K-12 School. But Should They?Clients seeking tax-friendly ways to pay tuition might find this option attractive, but beware the fine print.
September 01, 2021
A Wife Is Left by Her Husband. How Can She Claim on His Social Security?The ex-wife is 10 years older and has to go back to work. What can she do? Marcia Mantell connects the dots.
August 30, 2021
Insurance Surcharges Could Boost Vaccination, but Watch OutIf your small-business client is considering imposing a vaccine-related surcharge, it's important to understand the rules, which are muddy.
August 30, 2021
Cryptocurrencies Haven't Been Relevant in Portfolios. That Might Be About to Change.Your clients are going to ask you about cryptocurrencies if they haven't already, and with good reason.