Living in a Low-Rate World: Time to Examine the Value of Your Life Insurance
We’ve observed a curious phenomenon: many of our clients, who are otherwise intelligent, educated and experienced in life, seem...
Read more
The Ways and Means of Deducting Payment of a Dependent’s Medical Bills
Medical expenses of all kinds, even for the most benign conditions, can be frightfully expensive. A trip to the dentist for a...
Read more
The Stretch IRA Is Dead. Long Live The Ten-Year Rule.
The Setting Every Community Up For Retirement Enhancement (SECURE) Act, passed by Congress in December 2019, changed long-standing...
Read more
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...
Read more
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...
Read more
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...
Read more
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...
Read more
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...
Read more
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...
Read more
SEC, FINRA Want ‘Good-Faith’ Compliance with Reg BI
Regulation Best Interest, or Reg BI for those more or less in the know, is ready to go live on 30 June. Anxiety surrounds the new...
Read more
Checklist for Limiting Taxes on RMDs
At the age of 70½, senior citizens (we hope nobody objects to that moniker: we believe it’s a proud badge, well-earned) must begin...
Read more
Reg BI Is Coming to Town: What Advisors Should Do
Regulation Best Interest: that’s it’s full proper name and you’d best make its intimate acquaintance. Implementation is still...
Read more
E-Wills Are Now Ready for Prime Time
The idea seems so simple and in keeping with the times, but tradition and established legislation have prevented the broad legal...
Read more
Rich are Rattled and Seeking Old-Fashioned Security
Rich are Rattled and Seeking Old-Fashioned Security Mayfair is one of the most elegant areas of London, and there you’ll find 46...
Read more
Gift and Estate Tax Exclusion: Latest Regulation from the IRS
The Treasury Department and the IRS have issued final regulations recently. The final regs, Treasury Decision 9884, implement...
Read more
Senate Proposal Could Make It Easier to Fund LTC Insurance
If Congress manages to pass a new bill, currently being worked up in the Senate, tax-and penalty-free withdrawals would be allowed...
Read more