The SECURE Act: Avoiding Long Term Tax Traps
Many Americans have begun adjusting to changes brought on by the sweeping tax overhaul enacted in 2017. Alterations introduced by...
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The SECURE Act: What Wealthy Clients Need To Know
Voted into law this past December, The Setting Every Community Up for Retirement Enhancement Act of 2019 (the SECURE Act) contains...
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Charting the Final Lap: Steps to Take in the Last Years Before Retirement
Paul Anka must have been channeling his inner financial analyst when he wrote the lyric to the iconic song My Way. For people...
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Clearing the Bar with Wealthy Clients
Wealthy people need financial advice – the finest they can locate. The queue to gain their lucrative business will be long, so how...
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Disability: Don’t Fail to Plan For It
It’s a truism—no one likes to think about the possibility of their own disability or that of a loved one. Still, the data show that...
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Indexed Universal Life Policies Can Help Save for College
Most advisors find that financing the ever-increasing cost of a college education is top of mind among clients with children...
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Are You Truly Trustworthy? Seven Clues That Tell All
Judge not unless you want to be judged – ancient advice for the deepest moral matters, but in practical terms – and we’re including...
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Don’t Miss Out: The Most Overlooked Tax Deductions
No one wants to pay a nickel more than necessary in income tax. Therefore, it behooves us all to claim every single write-off...
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Checklist for Limiting Taxes on RMDs
At the age of 70½, senior citizens (we hope nobody objects to that moniker: we believe it’s a proud badge, well-earned) must begin...
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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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Rich are Rattled and Seeking Old-Fashioned Security
Rich are Rattled and Seeking Old-Fashioned Security Mayfair is one of the most elegant areas of London, and there you’ll find 46...
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Asking Clients the Hard Questions About LT Care: A Checklist for Your Discussions
The urgency of providing for long-term healthcare costs is well established, yet many advisers are having a tough time in broaching...
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Older Advisors are Savvier on Social Media
A recent study by American Century Investments yielded some counter intuitive results. The survey found that advisors with 5-20...
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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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The Costs for Long-Term Care Can be Horrifying
As if the fear of dying weren’t bad enough, there’s also the fear of living too long to contend with. No one wants to end up...
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Build Bridges with Clients by Discussing LT Care
In case you missed it, November is National Long-Term Care Awareness Month. It’s estimated that nearly 80% of Americans will need...
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