Money Won’t Buy You Love – But It May Make You Happier Than You’d Think
Alas, poor money: desired with passion, yet disdained and unloved. Little comment is needed, so we’ll say only this: many an...
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New Jersey’s Fiduciary Faceoff
New Jersey’s pending fiduciary rule has stirred up considerable consternation in the Garden State. Some market watchers think it...
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The IRS Is Looking At You, Kid!
If you’ve earned your wealth the old-fashioned way – by inheriting it – beware. And to raise your paranoia to the level where it...
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Regulation BI Defunding Amendment Opposed by Broker Dealers
The broker-dealer industry has its knickers in a twist regarding the proposed amendment to prohibit the SEC from implementation of...
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The Case for a Financial Transactions Tax
Conservatives have traditionally held that the government should recover the cost of services from those who use them rather than...
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Study Reveals Shocking Rise of Nursing Home Costs
The crisis in providing for long-term medical care in retirement has been plainly presented on our page and elsewhere for a long...
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Some $9 Trillion to Be Changing Hands in North America by 2030
Globally, more than half a million high-net-worth individuals will be transferring trillions of dollars in wealth by 2030, an...
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The Marriage Tax Penalty: Wealthy Clients Beware
The so-called marriage penalty rule dictates that two people pay more taxes when filing as a married couple. Through widened tax...
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Claiming Social Security at the Wrong Time Costs Americans Trillions
A new report estimates almost all American retirees claim Social Security at the wrong time, consequently missing out on a...
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State Fiduciary Standards: To Be Legally Challenged Soon
Even before the SEC recently released its Regulation Best Interest rule for retail investment advisors and broker/dealers, there...
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White House Considers Capital Gains Tax Break To Benefit Wealthy
A bill to index capital gains to inflation would slash tax bills for investors selling assets such as stock or real estate by...
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The Personal CFO Model: New Trends
The personal CFO model is a concept that’s gained widespread traction, as it addresses the growing complexity of clients’ financial...
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Recommend a Life Insurance Policy in Your Client’s Best Interest
There’s another best interest rule just around the corner for financial advisors and this one applies to annuities and life...
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Nobody’s Fool: 5 Ways to Avoid Financial Scams
Per the Federal Trade Commission (FTC), Americans reported losing $1.5 billion to fraud in 2018, up 38% from 2017. Younger people...
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Who Needs Another Teapot? Life Insurance as a Wedding Gift
Everyone’s getting married, it seems – it’s June after all, high season for nuptials. People like to complain about being invited...
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Regulation BI is Here: Time to Make a Checklist
At last, the Securities and Exchange Commission has finalized the Best Interest rule, with broker-dealers required to fully...
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