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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Estate Tax Can Pay for States Even if the Super-Rich Flee
When Walmart founder James L. Walton died in 1995, the state of Arkansas enjoyed a windfall. Walton’s fortune was $1.65 billion...
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Housing Costs: The Real Reason Why Millennials Aren’t Saving for Retirement
In its recent survey of American adults, TD Ameritrade found that 66% of Millennials – defined as those aged 23-38 – say they...
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They’re Looking for You: How Rich Customers Find an Adviser
When an affluent person is looking for a financial adviser, how do they begin their search? That’s an essential question to...
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Insurance for College Students – Here’s What They Need
The day the kids head off for college is full of mixed emotions. You’re proud their moving on; you wish they wouldn’t leave –...
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A New Insurance Solution for Diabetics
Diabetes is a killer, the seventh leading cause of death in the United States, and a million and a half people a year are diagnosed...
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Where Have All the High Net Worth Clients Gone?
Traditionally, the aged and the rich have headed south to avoid the icy winds of winter, flocking to Florida to work on their tans...
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So You Want to Build a Dynasty (Trust)
They say that one generation builds the fortune, while the heirs get the job of squandering it. There’s evidence to suggest the...
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