Part B Premiums: A Medicare Customer Question
By Bethany CissellOne of the most confusing Medicare concerns is one of the most common Medicare concerns.
February 22, 2023
Rule of 55 vs. Section 72(t): Which Is Better for Early Withdrawals?Your client may not know that they can tap retirement accounts early without penalty. But should they?
February 21, 2023
The War on Offensive Language Has Gone Too Far (Can I Still Say 'War'?)Yes, it's important for advisors to speak carefully, but new diktats seem designed to cause us to fail.
February 13, 2023
How the Ideal Portfolio Is Like the Ideal SpouseA little Valentine's Day fun: Is your client's portfolio "marriage material"?
February 13, 2023
How Taxation of Life Settlement Proceeds Works NowThe size of the tax bill depends partly on the health status of the client.
February 10, 2023
The Account People Forget to Roll OverClients probably remember their 401(k) plan assets. Remind them of their HSAs.
February 09, 2023
Create Your Own WhaleA client relationship expert looks at how to find referrals outside your pond.
February 07, 2023
12 Tips for Clients Who Are Digital NomadsAs their advisor, you can help these clients save money while they work from wherever they choose.
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