IRS Ruling Underlines Importance of Naming the Right Beneficiary
In January this year, the IRS issued a Private Letter Ruling on the case of a man who passed away, leaving his IRA to his wife...
Read moreIn January this year, the IRS issued a Private Letter Ruling on the case of a man who passed away, leaving his IRA to his wife...
Read moreWhole, variable and universal life are all examples of cash value life insurance policies. When the customer pays the premium...
Read moreFinancial solutions company Aite Group recently published its predictions for the financial service industry’s development in 2019...
Read moreIt sounds like a conflict out of a Medieval Italian city state. Belinda Neumann-Donnelly and her father Hubert are at war over a...
Read moreOur featured article presents some tax-optimization strategies for charitable giving from Professor Chris Hoyt of the University of...
Read moreIt’s curious: we spend so many years in school, learn a lot, and yet essential life skills escape comment or instruction. How do...
Read moreOur featured author, Matthew R. Teel, senior VP at Barnum Financial Group, says the market volatility of late last year drove many...
Read moreTo the good life: if you’ve reach your 40s, welcome to your prime. If you conform to the mean, it’s likely that you’ve established...
Read moreIf you ever meet our featured author (David Stone, founder and CEO of RetireOne, an independent insurance company), we implore you...
Read moreIn the old days, people often spent their entire career at a single company. In contemporary times, changing jobs with some...
Read moreThe author of our linked article, Matt Oechsli, is the writer behind How to Build a 21st Century Financial Practice: Attracting...
Read moreIt’s a question on the minds of many advisors these days: is it time to go indie? There’s no single answer, but each of us can...
Read moreThe wealth management industry plays host to a goodly number of myths, half-truths and outdated old chestnuts, which our featured...
Read moreCarlyn McCaffrey is an estate and tax attorney out of New York and author of the book, “Structuring the tax consequences of...
Read moreThere’s a vital bit of information your working-age clients need to understand, whether they want to or not. We’ll warn you up...
Read moreNetworking: it’s a dirty job but if done right, it pays off. Let’s get going with some fresh strategies for 2019. To start the year...
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