Mere Mortals: The Limits of Longevity Gains
Americans are living longer and enjoying better health than in any period in our history. This trend is well understood by the...
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Effective Financial Planning Calls for Collaboration
We often speak about the relationship between financial advisors and their clients. In our featured article, we hear an expert...
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How to Save a Foundering Life Insurance Policy
If a client has a cash value life insurance policy, they probably feel pretty secure. Even if they run into financial trouble, they...
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Can the Alzheimer’s Biomarker Lead to ‘Insurance Discrimination’?
Biomarker tests are used by doctors to identify changes in the body that might not yet be apparent to the patient under scrutiny...
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How the Wealthy Can Benefit from Today’s Gift and Estate Tax Regime
How did Donald Trump get so darned rich? He’s been telling the tale for decades: by dint of intelligent application, hard work and...
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Four Ways to Use Life Insurance in Retirement Planning
Life insurance policies exist in a goodly number of flavors to provide coverage for myriad life needs. Some policies cover income...
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How Does the New Tax Law Impact Your Estate Plan?
We’ve been hearing about the Tax Cuts and Jobs Act of 2017 (TCJA) since last December, when it was signed into law. But how has the...
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Checklists for Talking to Clients about Charitable Giving
Wealthy clients are usually interested in giving money to charity. The reasons have been closely studied, and they include...
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Just a Little Longer: The Retirement Benefits of Working Six Extra Months
Many Americans are worried about retirement: what should be anticipated as a time of repose becomes a looming cause of anxiety...
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Year-End Steps to Help Clients with Retirement Planning
Financial advisors need to be wary this time of year, particularly when assisting clients who are deep into retirement planning...
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Life Settlements Increase Financial Stability for Seniors
In the insurance business, it’s well known that aging Americans are facing a shortfall in providing for their retirement years...
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Takeaways from October’s Bumpy Ride in the Market
October is well known to be a volatile month for the markets, and last month’s performance drove home this point. In fact, October...
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My Lottery Heartbreak: How Powerball Winning Can Hurt You
Normally we don’t like any argument that features the words, ‘admit it’. They’re usually followed by seemingly delectable but...
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Family Wealth and Ways to Keep It
Preserving wealth is the keystone of all financial planning. When planning an estate, it is especially vital, as it touches on the...
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Like He Never Left: Controlling Your Estate After Your Demise
It isn’t as odd – or cold – as it sounds: many people want to exercise a measure of control over estate and heirs after they’ve...
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The IRS Statute of Limitations and Its Exceptions
Even the most honest taxpayer shares this nightmare: what if I made a mistake on my return? Perhaps my advisor misinterpreted an...
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