Commentary
4 Pillars to Start Planning Your Exit
By Bill SowellIf 2025 is the year to switch firms, it’s time to determine how to ensure a smooth transition.
February 28, 2025
Why Some Medicare Enrollees Struggle to Access CareThe program offers more benefits, but using the benefits is not always easy.
February 24, 2025
Laddering Annuities Can Optimize a Client's Retirement IncomeUsing a series of contracts may also give the client more flexibility.
February 24, 2025
You Already Know EnoughMaybe you should study less and just do more of the right things.
February 24, 2025
Referrals vs. IntroductionsThey sound like they're the same thing, but there's a difference.
February 18, 2025
To Replace, or Not to Replace, an AnnuityWhat looks at first like a no-brainer can get complicated fast.
February 18, 2025
The Showdown Over TaxesCongress seems likely to save key TCJA provisions, but it won't be easy.
February 13, 2025
End Taxes on Social Security? Popular, Yes, With One Big DownsideA bill revived in Congress would enact President Donald Trump’s campaign pledge to cut Social Security taxes.
Commentary