The Case for a Financial Transactions Tax
Conservatives have traditionally held that the government should recover the cost of services from those who use them rather than...
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A Tricky but Lucrative Business: Selling Life Policies to Foreign Clients
There’s a hot new market available to life insurance agents and advisors: foreign citizens. Indeed, our linked article identifies...
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Study Reveals Shocking Rise of Nursing Home Costs
The crisis in providing for long-term medical care in retirement has been plainly presented on our page and elsewhere for a long...
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The Best Practices of Cultivating Foreign Clients
A new economic crisis has surfaced in Argentina, while the state of Venezuela gets uglier by the day. Florida is seeing an enormous...
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Some $9 Trillion to Be Changing Hands in North America by 2030
Globally, more than half a million high-net-worth individuals will be transferring trillions of dollars in wealth by 2030, an...
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The Marriage Tax Penalty: Wealthy Clients Beware
The so-called marriage penalty rule dictates that two people pay more taxes when filing as a married couple. Through widened tax...
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Claiming Social Security at the Wrong Time Costs Americans Trillions
A new report estimates almost all American retirees claim Social Security at the wrong time, consequently missing out on a...
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State Fiduciary Standards: To Be Legally Challenged Soon
Even before the SEC recently released its Regulation Best Interest rule for retail investment advisors and broker/dealers, there...
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White House Considers Capital Gains Tax Break To Benefit Wealthy
A bill to index capital gains to inflation would slash tax bills for investors selling assets such as stock or real estate by...
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Naming a Trust as Designated Beneficiary of an IRA: Mostly a No-No
When naming designated beneficiaries of individual retirement accounts, it pays to avoid naming a trust, as this could disqualify...
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The Personal CFO Model: New Trends
The personal CFO model is a concept that’s gained widespread traction, as it addresses the growing complexity of clients’ financial...
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Recommend a Life Insurance Policy in Your Client’s Best Interest
There’s another best interest rule just around the corner for financial advisors and this one applies to annuities and life...
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Risky Business: Helping Rich Families Prepare for Succession
Wealthy families sure have a lot to worry about. We don’t suppose they expect much sympathy, but they certainly appreciate good...
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Nobody’s Fool: 5 Ways to Avoid Financial Scams
Per the Federal Trade Commission (FTC), Americans reported losing $1.5 billion to fraud in 2018, up 38% from 2017. Younger people...
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Fighting the Octopus: Rich Clients and Their Nightmares
A fictional queen of Camelot once wondered: what’s on the minds of the common folk? Her king danced around the query, but hit it in...
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Helping Clients Feel Inner Wealth
Plenty of financial advisors cope with stress badly, don’t sleep enough, don’t eat right, seldom exercise, rarely unwind. Is this a...
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