Roth IRA Conversions Are Key to Long-Term Tax Plans, but Watch Out
By Micah ShilanskiHere's how to prevent your client's CPA from foiling the 5- to 10-year plan you've carefully built.
November 08, 2021
Changing the Buying Process for Life InsuranceAn insurtech founder says something has to change.
November 04, 2021
Help People See the Value of Income InsuranceA highly rated carrier can be a great source of comfort in a complicated world.
November 03, 2021
Washington State Long-Term Care Program AdventuresA veteran long-term care planner looks at an LTC application tidal wave.
November 03, 2021
Bars and Advisors: A Great Match (for Prospecting)This strategy will work just as well at a coffee shop or lunch counter.
November 02, 2021
How to Survive the Last-Minute Tax RushPotential changes in tax laws mean clients might hurry to make changes before end of the year. Be ready.
November 01, 2021
Social Security Claiming and the Divorced Spouse, Part 2: RemarriageWhen it comes to claiming Social Security after remarriage, rumors and myths abound. Let's unpack some of them.
November 01, 2021
The Power of Your SignatureIf the pen can be mightier than the sword, maybe it can help with marketing.
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