Surprise! These Are Taxable!
Uncle Sam is one greedy relative. It’s bad enough that his bony hand is always in your pocket on payday, but it’s not just wages...
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The Joy of Annuities
We think seniors are in agreement: a steady income is the key to enjoying the sunset years. A retirement income that swings and...
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Helping Clients Avoid Capital Gains Distributions
Clients typically expect to owe taxes on capital gains distributions that their mutual funds pay at year-end. For advisors who want...
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Closing Time: Getting Business Done Before Year End
Is there still time to close important business before the year comes to an end? We’re tempted to say ‘no’, but that would be no...
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The Tax Planning Benefits of Shrewd Charitable Giving Strategies – For Older Clients
Charitable giving has changed in recent years, driven by tax code shifts that had a mighty impact on venerable tax-limitation...
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Year-End Rundown of Tax Rules on Investments
As the year fades, it’s a good time to review the taxation strategy for your portfolio and consider the ins-and-outs that can...
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New Tax Rules in 2020: How They’ll Affect Wealthy Clients
The new year will ring in tax developments both good and bad for your wealthier customers. It’s also good to recall the upcoming...
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When Salespeople Can’t Sell
Pity the poor salespeople of our world. All that confidence and energy, boldness and bravery in a landscape of gimlet-eyed...
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Tax Deferral: Sound Retirement Planning or Ticking Time Bomb?
Deferring taxes until retirement is an attractive planning strategy – consider the popularity of the 401(k) and you’ll see it. Our...
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Life Insurance Can Be a Smart Choice for Young Women
For most young, single women life insurance is not on the radar. Health insurance of course, and maybe renter’s insurance. But...
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Three Ways Life Insurance Can Help Your Estate Plan
Sometimes, life insurance can do more than protect your family in the event of your unexpected death. It can also help you in...
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Diabetes Has a New Ally
Diabetes sufferers sometimes feel like the odd men and women out: their condition can be debilitating and expensive to treat, with...
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Life Insurance – Now and Forever
The more things change, the more we’re stuck with the certainty of essential reality. While we live, we must provide for ourselves...
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Why Annuities Can Be an Especially Good Deal for Women
Unfortunately, it’s not uncommon to see women in their 60s, 70s or 80s still working, unable to retire on their savings and Social...
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Suddenly, Grandad Wants Life Insurance – Here’s Why and How to Get It
The case at hand: older citizens, aged 60 to 70, who want to buy new term life policies. One could be forgiven for questioning our...
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Buying LT Care Insurance Can Be Daunting – Here’s What You Should Know
The dream of retirement – she ain’t what she used to be. There was a time when people hoped for a few blessed years of care-free...
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