Your Social Security Number Now Looks Like a Time Bomb. It Is
By Suzanne WoolleyThe United States has issued about 496 million of the high-risk numbers since 1936.
September 07, 2017
The Basics of Establishing an Irrevocable Life Insurance TrustAn ILIT can help with spendthrift protection, and with elective share right planning for a surviving spouse.
September 07, 2017
The Four People Advisors Need on Their Team Before Trouble StartsWhether youre running a three-person shop or Fidelity Investments, you have to make hard decisions that are often unpopular with some, or even all, of your employees.
September 07, 2017
Fed Policies Aren't to Blame for Distorted Asset PricesThe author contends that the real bad guy is the free market.
September 07, 2017
Legal Arrangements Other than MarriageHere's another look at how clients' household arrangements can affect planning strategies.
September 06, 2017
Trump's Reversal of Obama Policies Is SelectiveThe author wonders why Trump appears to be going easier on ACA subsidy users than on child immigrants.
September 06, 2017
Full Disclosure: Dalbar’s Plan to Separate Sales From AdviceLed by Lou Harvey, the firm proposes some surprising and significant industry reforms that are worth considering.
September 06, 2017
To Connect With Tomorrow’s Clients, Focus on Closing the Industry's Gender Gap TodayFor all the talk of embracing change, the majority of independent firms and advisors continue to struggle with diversity.
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