Commentary
Does It Make Sense to Self-Fund Long-Term Care Expenses?
By Margie BarrieA related question: Does it make sense for clients to commit to paying extra taxes?
November 15, 2023
Tales From the Trenches: 9 Funny Stories I Couldn't Make UpFrom two decades as an advisor and manager, some experiences I won't forget.
November 14, 2023
The Life Settlement Industry Must Have Speed and TransparencyThe author sees a future with no room for slow shell games.
November 13, 2023
5 Tips for Helping Clients Reach Their Year-End Financial GoalsNew Year's Eve is just a little more than six weeks away.
November 13, 2023
3 Reasons Why Financial Advising Can Be Veterans' Service MissionThe field offers numerous opportunities to make a meaningful impact on individuals, families and communities.
November 13, 2023
Do Your Clients Suffer From Infectious Doomsday Syndrome?Overexposure to ubiquitous pessimistic forecasts can be hazardous to clients' financial health. Here's how to treat them.
November 08, 2023
Likely and Unlikely Places Agents Mingle With the WealthyTo serve the high-net-worth market, you need to know HNW people.
Commentary