Need to Resuscitate: The Life Insurance Industry and Its Future
The life insurance business is under stress today. Policy ownership is down, historically low, yet events are spurring a...
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The Covid War and Its Lessons: Training Leaders for the Unexpected Future
To learn about leadership and adapting under fire, before you consult the nascent veterans of Covid, I suggest a chat with Sully...
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The Tapestry of Fate: What to Expect from a Nearly Certain Biden Presidency
These turbulent days, when we know but can’t be certain, bring to mind a classically evocative movie quote: “Fate certainly weaves...
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Climb Every Mountain: The Disciplined Path to Retirement
Saving for retirement is like climbing a mountain, which most will never attempt. I’ve done it in miniature, a few years back. I...
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‘We Knew We’d Recover’: Advice on Revitalizing JVs in Tough Times
There was a time you couldn’t talk to an oldster without hearing about the Depression: it made an impression on them. Consider my...
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Time for You to Decide: Brookings Presents a Proposal for Expanding the Estate Tax
The other night, I was reading up on the concept of verisimilitude. I try to avoid philosophical inquiries, which make head and...
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Facing Facts, Perhaps: Joe Biden’s Tax Plans for the Wealthy
We return to the subject of potential tax rises and I apologize right from the start. Still, we must face facts, whatever those...
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Endless Love Put in Writing: ABLE’s Role in Special Needs Planning
Parents put up with us, I think, because they take the long view. I’ve written before about how the little nest egg my father...
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You’re the Boss: Can Employee Ownership Solve America’s Wealth Crisis?
There’s an old joke I would hear in Russia endlessly, in the old days, dated from the Soviet Union: They pretend to pay us, and we...
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Backhanded Blessings: Pandemic Helping Families to Plan for Succession
I like a good aphorism – a clever phrase or limerick that teaches me wisdom, nearly eternal, without needing to read all those...
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Who Knows Where the Road Will Lead Us: Pre-Election Tax Anxiety and Estate Planning
Our topic today is estate planning and tax issues in the pre-election environment. One candidate wants to raise ‘em, another hopes...
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Burden Not Thine Heirs: Life Insurance Strategies to Mitigate Inherited IRA Tax Issues
Insurance people know a thing or two. For one thing, our client dealings reveal that people want to be remembered fondly, even when...
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Walking in Their Footsteps: When Launching a Business, Learn from Experience
A lady friend once described me as gothic – it was the ‘80s, after all – but from my side of the skull, it’s all early...
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Round up the Usual Suspects: Sen. Wyden Wants to Fix the Capital Gains Tax
There they go again: picking on poor billionaires and wannabe millionaires. In September, Senator Ron Wyden, D-Ore. and ranking...
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Do Resuscitate: Stretch IRA Strategy Still Works for Some Clients
It’s best to keep up with the trend – that’s what the people say. Well, not quite everyone agrees. Sometimes, wise old birds...
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Choose Wisely: Picking the Right Trustee
My father’s big thing was fruit. My older brother, irreverently analytical and with little regard for old-school propriety...
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