Estate-Planning Errors of the Rich and Famous
You’d think they would know better – they have the recourses to hire the best advisors and garner the wisest advice. Yet the rich...
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You Need to Know About How Investments And Taxes Interact for Your Ultra-High Net Worth Clients
Working with ultra-high-net-worth (UHNW) individuals and families to achieve compelling risk-adjusted returns requires an ability...
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Should Singles Invest in Long-Term Care Insurance?
The author of our featured article starts off with an interesting point assertion: most people worry about the effects of a stock...
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The Three Qualities Every Advisor Must Have
It can be hard to be a financial advisor and it has nothing to do with keeping up with the markets. It has more to do with the...
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Personal Wealth Boom Favors Elite Advisors
According to a recent report, personal wealth has expanded by 12% globally since 2016 and now exceeds $200 trillion. (source...
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Sad Celebrity Examples Demonstrate the Importance of Estate Planning
Like it or not, we’re all destined for the icy embrace of the Grim Reaper. The loved ones left behind will grieve. While we can’t...
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Advisors Can Leverage a Network of Strategic Partners to Grow
With the vast changes that are turning industries and markets upside down, real competitive advantage comes from having access to...
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Critical Things Advisors Need to Know About Millennial Business Owners
The millennial generation is often maligned as selfish, ineffectual and a bit gormless. Every new generation faces disdainful...
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Is Golf an Effective Workout?
Golf has been called a great way to spoil a nice day’s walk. Players can argue the point all day – I’ve heard them do it – but what...
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Rigorous Advisors Choose Checklists
It’s an established business fact: checklists help minimize errors and increase accuracy when performing complex tasks. For...
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DIY Pension via the Immediate Annuity
Generational changes in the way people work mean that most Americans don’t have an old-style pension plan. One thing they can do to...
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Life Insurance Can Be Drained by Estate Taxes – How to Stop It
It’s a truism that life insurance is not subject to state or federal taxes. True enough, life insurance is exempt from income tax...
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Leverage Expiring Term Life Policies to Move Clients into Whole Life Insurance
Advisors find that many clients have term life policies that they purchased when their children were young. These clients typically...
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Is Early Retirement Feasible for You?
A surprising new study shows that the average millennial hopes to retire at age 56 – nine more years of ease compared to the...
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How to Get Perfectionism Right
Perfectionism is a funny thing. Taken to excess it practically assures failure and misery by pursuing the impossible. If disparaged...
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How to Work Successfully with Subject Matter Experts
Designers of training programs often find it useful to call in a subject matter expert – an SME – to help them develop a project...
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