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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Scrapping the Old Plans: Insurers Grapple with the Corona Crisis
Military leaders follow an old aphorism, trenchant and transferable to most walks of life. It runs like this: no plan survives...
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SEC’s New Rules on Variable Product Summaries Look Positive for Sellers
In troubled times, we’ll take our happy news where we find it: the Securities and Exchange Commission has issued fresh rules...
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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...
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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...
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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...
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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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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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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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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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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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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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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...
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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...
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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...
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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...
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