A Few Good Reasons Why Financial Advisors Sell Life Insurance
It doesn’t always sit right with customer: financial advisors, a class of professionals expected to adhere to the highest standards...
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Retirement Planning: Baby Boomers Want Things Their Way
The Baby Boom generation, which dreamed of eternal youth, is now moving into retirement. Boomers comprise 78 million Americans and...
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Celebrity Estate Hell a Classroom for Advisors
You’ve all seen it: a celebrity dies and hell breaks loose. If you could ask them, they’d likely be thankful they were out of town...
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Understanding Annuities: Key Facts
Many clients have only the vaguest notion of what annuities are and how they work. For some clients, these instruments can be a...
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Determining If Transfer-on-Death Makes Sense for Your Estate Plan
Certain kinds of accounts can be passed on to beneficiaries without putting them through the time and bother of probate court. One...
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Using Social, Human and Financial Capital to Build Retirement Income
Judy Loy, the CEO of Nestlerode & Loy, Inc., has some sound basic insights to share on retirement planning. It’s quite simple...
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Advice on Using Your IRA to Pay for LT Care – DON’T
We’ve reported frequently on the high cost of long-term healthcare and ways to go about funding it. Unfortunately, many people are...
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Singles Need Estate Plans, Too – Five Strategies
Single people often delay the process of developing an estate plan – they may have no dependents and are frankly too carefree to...
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Should Inheritances be Equal or Fair?
Deciding how to pass on your assets can be perplexing. Should your distribution be equal or fair? Most people tend to default...
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Capitol Hill Casts Its Eyes Toward Charities
The linked article provides a rundown of activity on Capitol Hill relating to charities and those who support them – always of...
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Supporting Charity with Your Life Insurance: Two Strategies
Clients sometimes find themselves holding a life insurance policy they no longer need and in search of a productive way to employ...
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Is Your Practice Focused on Advisors – Instead of Clients?
John Knowlton is the managing director for corporate development at Credent Wealth Management, a multi-million-dollar hybrid RIA...
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Impact Investing: What It’s All About
The idea isn’t new but its appeal is growing rapidly. Impact investing seeks to do more than increase the value of an investor’s...
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Fleeing to Cash is Not Usually a Good Move
Whenever markets decline precipitously, many wonder whether a flight to cash might be prudent. The financial planning community...
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When One Spouse Enters LT Care, What Happens to the Other?
The question of providing long-term care to elderly Americans has become a red-button topic for retirement planners, to say nothing...
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Association Term Insurance – a Smart Move for Young Professionals?
Young people in certain professions, like doctors, lawyers and accountants, are frequently offered term life insurance policies...
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