New Jersey’s Fiduciary Faceoff
New Jersey’s pending fiduciary rule has stirred up considerable consternation in the Garden State. Some market watchers think it...
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Underwriting in Insurance Planning Deserves A Stronger Focus
It’s interesting to see where people put effort and concern and where they don’t. Take life insurance and underwriting. Where’s...
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The IRS Is Looking At You, Kid!
If you’ve earned your wealth the old-fashioned way – by inheriting it – beware. And to raise your paranoia to the level where it...
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Simple Ways for Pre-Retirees to Cut Future Healthcare Costs
We hate to burden our readers with endless dire survey results, but there’s no debating the point that forewarned is forearmed. We...
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Boost Your Practice with a Focus on Charitable Giving
Americans have always been generous and the trend shows no sign of abating – indeed, philanthropy and social responsibility are...
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Financial Planning: The Game Theory Component
Entropy – the degree of disorder or uncertainty within a system – can such chaos be an acceptable part of life – and are there...
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What Do the Wealthy Folk Do? How the Rich Spend Their Money
No doubt, some of our regular readers have no need to wonder: they’re wealthy enough to be in-the-know. Perhaps they’re reading...
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Reverse Mortgages Becoming a Solution for Providing Long-Term Healthcare
Why do borrowers choose to take a reverse mortgage? Some want an income boost, others to engage in repairs or upgrade to their...
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Womens’ Financial Confidence Flags as Economic Power Rises
The 2019 Women, Power and Money study conducted by Allianz revealed a concerning trend. It appears that women’s financial...
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Regulation BI Defunding Amendment Opposed by Broker Dealers
The broker-dealer industry has its knickers in a twist regarding the proposed amendment to prohibit the SEC from implementation of...
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What Rich People Are Like When No One is Looking
Why in Heaven’s name should the rich be any different from the rest of us? We’re all aware of what Scott Fitzgerald said about the...
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A Specialist Shares the Secrets of Life Insurance Settlements
Lisa Rehburg says she’s been working in the settlements business for thirty years and wants to share her experience. Life insurance...
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The Case for a Financial Transactions Tax
Conservatives have traditionally held that the government should recover the cost of services from those who use them rather than...
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A Tricky but Lucrative Business: Selling Life Policies to Foreign Clients
There’s a hot new market available to life insurance agents and advisors: foreign citizens. Indeed, our linked article identifies...
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Study Reveals Shocking Rise of Nursing Home Costs
The crisis in providing for long-term medical care in retirement has been plainly presented on our page and elsewhere for a long...
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The Best Practices of Cultivating Foreign Clients
A new economic crisis has surfaced in Argentina, while the state of Venezuela gets uglier by the day. Florida is seeing an enormous...
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