Understanding Private Placement Life Insurance
Cunning financial minds seem to be generating new ideas every day to shield wealth and income from the depredations of the IRS. One...
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New Technologies Can Make Wealth Transfer Easier
Over the next 40 years, more than $30 trillion in wealth is expected to be passed on to the children of baby boomers. Many of the...
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The Humble Egg Sandwich Transformed
Famed New York Chef Wylie Dufresne loves nothing more than a good New York bodega egg sandwich, the breakfast that fuels much of...
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It’s Time for Women to Take Charge of their Financial Futures
Last year saw women stand up en masse and declare they were no longer going to sit quietly and play nice in the face of abuse. This...
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Do More with Fewer Meetings
A company took a look at its weekly executive committee meeting and found that employees spent a whopping 300,0000 hours a year...
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Pet Related Tax Deductions
Pets are so much like children that it only seems right we can claim them on our taxes. But is that really possible? In a few...
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Products to Help You Get a Good Night’s Sleep
We all need a good night’s sleep to knit the raveled sleeve of care, but quality shut-eye can often prove elusive. Stress, anxiety...
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Cheat Foods that Won’t Ruin Your Diet
Dieting sucks. I don’t think anyone is going to disagree with me on this point. You struggle all week long to be good, avoiding...
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Seasonal Cocktails That’ll Put a Spring in Your Step
There’s nothing like spring – the sun shining on budding trees, the flowers bursting into bloom. The first warm weather of the year...
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The Most Important Negotiation Skills to Master
Negotiating is a big part of business; we negotiate with clients, employees, prospects, vendors and suppliers. Anyone who takes a...
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The Dark Web’s Favorite Currency is Less Private than People Think
There’s some bad news for people trying sell drugs or disseminate ransomware through the dark web. The common cryptocurrencies...
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Some Health Myths You Need to Stop Believing
Public health and behavioral science expert Sarah Gorman was shocked when a highly educated colleague expressed his believe that...
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The Fiduciary Standard is Still Evolving
Although in late 2017 the Department of Labor extended the transition period for fiduciary rule exemptions until July 1, 2019...
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How to Get Clients to Talk about Death
The reticence of earlier days is long gone and are few topics we can’t talk about today. Indeed, the most personal details are...
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Tech-Savvy Millennials are Surprisingly Vulnerable to Scams
When we envision the victim of a financial scam, we often conjure up a gray-haired grandpa unwittingly giving his bank details in a...
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Is Your Web Site at Risk from Hackers?
Any firm, large, small or in between, is at risk from hackers. They’re looking for anything they can make money on. That includes...
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