Tax Planning Tips to Share with Clients before Year-End
With 2018 coming to an end, advisors are thinking about strategies to minimize clients’ tax liability. With the Tax Cuts and Job...
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The Superman Fallacy: Owners Who Try to Do Too Much
You might not say it out loud, but in your heart, you feel it: your company is a beloved child. The hard work and sacrifice, the...
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Tax Planning Tips to Share with Clients before Year-End
With 2018 coming to an end, advisors are thinking about strategies to minimize clients’ tax liability. With the Tax Cuts and Job...
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Should Advisors Re-Embrace Annuities?
The Retirement Confidence Survey for 2018 is done and the results are in: a strong majority of clients (80%) with defined...
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A Jump in Whiskey Insurance and What It Says about the Filthy Rich
As rare whisky has gone up in price 140% in the last five years, there has been an almost tenfold increase in interest in whiskey...
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For a Great New Year, Finish Strong in 2018
It’s the time of year when many people start to coast. Maybe they believe they’re earned it this year: targets met or exceeded...
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Schwab Study Sees Increase in Independents
It’s a great time for advisors who want to leave large financial firms and go out on their own, aiming for more control over their...
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Getting Tangible Results Out of Your Business Networking
That smile on your face isn’t fooling anyone: all those industry events you attend are pure hard work. The open bar is an empty...
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Year-End Holiday Checklist for Advisors
The holidays are here – the season of joy and blessed relaxation. If you’re a financial advisor, before putting up your feet, take...
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Tales of the Code: Helping HNW Clients in High-Tax States
The Tax Cuts and Jobs Act is now on the books, but many of your wealthier clients may still be unaware of the full implications...
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Your Gen-X Customers: Ignored for Too Long
The Baby Boom generation received plenty of attention – too much, their detractors warned, but they turned out OK. The Millennials...
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The Fatal Flaw: Failure to Update Estate Plans
Our featured author is Bob Carlson, editor of Retirement Watch, who writes about all things connected to retirement planning. He...
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Buyers Remorse: Was Universal Life a Big Mistake?
Our featured author launches his article by harking back to a 1980 commercial featuring Charlie Brown of Peanuts fame. Shilling for...
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Rich Americans: Money Is Better than Love
It may sound a bit cold, but it’s pretty old-fashioned wisdom. A recent survey of affluent Americans showed than when choosing a...
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How to Earn Referrals from Clients and Contacts
If you’re looking to meet somebody nice to date, ask your friends. They know your personality, character and quirks, so they’re...
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The Retirement Savings Crisis: Dire as It Seems?
Does the average American have enough money to comfortably retire? The question has been asked repeatedly and perhaps nervously...
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