Effective Strategies for Charitable Giving in the Wake of Tax Reform
Our featured article presents some tax-optimization strategies for charitable giving from Professor Chris Hoyt of the University of...
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What is a Reasonable Return? How to Set the Bar
It’s curious: we spend so many years in school, learn a lot, and yet essential life skills escape comment or instruction. How do...
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Smoothing Out the Bumps in Retirement Income
Our featured author, Matthew R. Teel, senior VP at Barnum Financial Group, says the market volatility of late last year drove many...
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A Financial Primer for 40-Year-Olds
To 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...
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Examining Annuities: The Good, the Bad and the Ugly
If you ever meet our featured author (David Stone, founder and CEO of RetireOne, an independent insurance company), we implore you...
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Read the Instructions Carefully: Merging Multiple IRAs and 401(k) Plans
In the old days, people often spent their entire career at a single company. In contemporary times, changing jobs with some...
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Work Less, Do More: Achieving the Five-Hour Day
The author of our linked article, Matt Oechsli, is the writer behind How to Build a 21st Century Financial Practice: Attracting...
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Go Independent: Advice for Advisors on Hanging Up Your Own Shingle
It’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...
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Ten Pernicious Nuggets of Wealth Management Misinformation
The wealth management industry plays host to a goodly number of myths, half-truths and outdated old chestnuts, which our featured...
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Breaking Up is Harder to Do: Tax Reform and Divorce
Carlyn McCaffrey is an estate and tax attorney out of New York and author of the book, “Structuring the tax consequences of...
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Explaining the Mystery of MAGI to Clients
There’s a vital bit of information your working-age clients need to understand, whether they want to or not. We’ll warn you up...
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Life and Annuity Agents: Get Networking Strong in 2019
Networking: 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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Fetch the Smelling Salts: Are Wealthy Clients Facing a Surprise Tax Hit this Year?
Bless the Government Accountability Office, which does so like to scare us. Right now, the GAO is saying that millions of people...
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Employers Need to Address Care Giving Crisis
A recent study by researchers at the Harvard Business School found that employers are underestimating the issues employees face in...
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Single Women Most Likely to Face Retirement Shortfall
Recently, the Employee Benefit Research Institute (EBRI) conducted research using its retirement security projection model to...
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Prove Your Worth to Clients: Four Great Strategies
No matter how great a job you’re doing for your clients, the world if full of alternatives. Another advisor may promise more...
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