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 more
Smart Strategies for Tapping Cash Value Life Policies
Whole, variable and universal life are all examples of cash value life insurance policies. When the customer pays the premium...
Read more
The Future Is Now: Wealth Management in 2019
Financial solutions company Aite Group recently published its predictions for the financial service industry’s development in 2019...
Read more
The War of Art: How Family Squabbles Can Ruin Great Collections
It sounds like a conflict out of a Medieval Italian city state. Belinda Neumann-Donnelly and her father Hubert are at war over a...
Read more
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...
Read more
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...
Read more
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...
Read more
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...
Read more
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...
Read more
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...
Read more
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...
Read more
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...
Read more
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...
Read more
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...
Read more
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...
Read more
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...
Read more