Up-to-Date Tax Strategies for the Wealthiest Clients
The results of the recent tax season suggest that many clients, particularly the high-net-worth variety who bring such joy to...
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Female Fund Managers Looking to Tip the Scale
A significant problem facing the investment industry is the lack of female financial advisors, but on the institutional side of the...
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Age Brackets for Retirement Planning Made Easy
There’s a time for every purpose it is said and that applies quite well to retirement planning. The stages of life and profession...
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Six Little Tricks to Tweak Your Retirement Planning
Zach Gray is an insurance and financial services expert and a partner of the Wall Street Financial Group. In the linked article, he...
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More Consumers Likely to Buy Simplified Underwritten Life Policies
It’s no secret that Americans can be pretty lazy and they like things to be simple. This includes their life insurance. A recent...
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States Approving Steep Hikes in LT Care Premiums
There’s little debate over the issue: in the past, insurance companies sold too many long-term healthcare policies based on...
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Accepted Wisdom Be Damned: Five Financial Rules Worth Breaking
What are the unbendable rules of personal finance? Pat Mertz Esswein, associate editor at Kiplinger’s Personal Finance, did...
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Texas Tech Basketball Coach Chris Beard Signs New Contract with Insurance Policy
Texas Tech University, which made it to the NCAA National Championship Game this spring, has agreed on new contract terms for Red...
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The Benefits of Hybrid LT Care Policies for HNW Clients
Bud Boland has spent his career providing financial and planning advice to wealthy clients. Increasingly, he says, customers are...
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Five Treacherous Misconceptions About Life Insurance
It’s the Rock of Gibraltar of industry clichés: life insurance is dullsville, man. You don’t need to be a retread beatnik to...
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The Financial Planning Challenges of Same-Sex Couples
Darla Kashian, specializes in advising same-sex couples in financial planning, particularly in cases where the clients wish to...
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Just in Time for Summer: How to Properly Grill a Prospect
Closed-ended questions are like this: who won the tennis match? Ask the right questions and you’ll gain new clients. That’s simple...
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Digital-Age Succession Planning Made Easy
Succession planning can be a drag, but it’s nothing compared to the misery that results when a plan is lacking. Doug Bend, the...
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What to Know About the Retirement Bills before Congress
Two significant proposals before Congress right now are part of the recently proposed SECURE Act and RESA bill. The most...
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Tax Reform and Roth IRA Conversions – Despair for Some, Opportunities for Others
Robert Bloink and William H. Byrnes, say that for clients interested in Roth IRA conversions, the tax reform of 2017 was a...
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Advisor’s Expertise: A Pre-Vacation Checklist
Here it comes: the sweet, blessed release of your summer vacation. Before you go, you’ll need to get in touch with clients. Our...
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