Women’s Longer Life Expectancy Comes at a Higher Health Cost

The preretirement savings required to cover women’s higher health care costs in retirement can be manageable, if tackled early enough.

April 2017 |  Read Article

Emotional Currency: How Clients’ Money Stories Guide Decisions

When you let your clients tell their personal history with money — and you really listen — you can work with them to ensure their story doesn’t become a horror story.

April 2017 |  Read Article

Elder Financial Abuse: Losing More Than Money

When older Americans experience financial loss and exploitation, the effect reaches beyond their own bank accounts.

March 2017 |  Read Article

Liquid Alternatives: The Ingredient for Portfolio Diversification

How to help emerging high-net-worth clients replace fixed income in a low-rate/low-yield environment.

March 2017 |  Read Article

ETF Market Shows Little Sign of Slowing Down

Investors crave exchange-traded funds for their flexibility, liquidity and convenience.

February 2017 |  Read Article

Client Interest in ESG Investing Is on the Rise

Environmental, social and corporate governance (ESG) investing often has been discussed as the next big investing fad.

February 2017 |  Read Article

6 Ways to Protect Against the Biggest Threat in Retirement

By implementing a strategy to control and minimize Medicare costs, you are saving your client’s Social Security benefit.

January 2017 |  Read Article

Extreme Tax Deductions Using Cash Balance Account Plans

A way for clients to increase their retirement plan contributions while paying less in income taxes.

January 2017 |  Read Article

A Family Limited Partnership Eases Bite from New Gifting Rule

An important deadline is coming up for your family business clients at the end of the year.

December 2016 |  Read Article

Same Sex, Different Needs: Serving the LGBT Community

The legalization of same-sex marriage led to some financial planning challenges for the gay and lesbian community, as well as opportunities for those who wish to serve this group.

November 2016 |  Read Article