Ways the SECURE Act Could Help, Hinder or Take a Big Bite Out of Clients
The SECURE Act is now law and its implications are still being digested by financial professionals and clients. The legislation has...
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The Freelancer’s Guide to Buying Disability Insurance
Working past the traditional retirement age of 65 is a hot topic these days. People can expect to live longer and enjoy better...
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Video Builds Advisory Stars: How to Use It Effectively
Clients love videos – a neuro-specialist could likely explain the ways that moving pictures influence us, and why the brains accept...
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SECURE Act Changes to RMD Rules: Client Impact
Congress certainly enjoys a mouthful and we aren’t just talking about their appetite for spending, to say nothing of insatiable...
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Will Changes in California Employment Law Impact Insurance Agents?
California is starting 2020 out with a bang, having passed a raft of new employment legislation that will have wide-ranging impact...
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Are You Truly Trustworthy? Seven Clues That Tell All
Judge not unless you want to be judged – ancient advice for the deepest moral matters, but in practical terms – and we’re including...
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SECURE Act FAQs: Helping to Deal with Client Confusion
The SECURE Act is spurring conversations among financial industry professionals, in particular specialists who assist people in...
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SECURE Act Tax Changes – Good News and Bad
Congress means well – we’re nearly certain that’s the case. It’s latest effort, the SECURE Act, gained final approval in December...
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Surprise! These Are Taxable!
Uncle Sam is one greedy relative. It’s bad enough that his bony hand is always in your pocket on payday, but it’s not just wages...
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Advisory Expertise: Stumbling Blocks to Better Marketing
Morningstar’s Advisor Insights Survey for 2019 is still pertinent for financial professionals in the new year. More than 650...
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Don’t Miss Out: The Most Overlooked Tax Deductions
No one wants to pay a nickel more than necessary in income tax. Therefore, it behooves us all to claim every single write-off...
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The SECURE Act Is Now Live: How It Will Impact Your Practice
Its full name is the Setting Every Community Up for Retirement Enhancement Act, a comprehensive legislative package finally passed...
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FINRA Wants Better Execution Via Technology: Ready to Comply?
Technological developments often make basic tasks easier and in revolutionary cases, it becomes possible to do things that couldn’t...
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2020 Promises to Be Challenging Year for Compliance
Financial advisors and broker-dealers will face a flurry of new compliance rules in 2020, including measures passed as part of the...
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Cognitive Bias and How to Combat It with Clients
It’s a commonplace observation among financial advisors: psychology training isn’t necessary to understand clients, but it sure...
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SECURE Act Went Live on Jan. 1 – Are You Prepared?
President Donald Trump just recently signed the Setting Every Community Up for Retirement Enhancement Act of 2019. The SECURE Act...
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