Why C-Suite Execs Should Not Serve as Retirement Plan Fiduciaries
By Mitchell ShamesFirms and their clients won't be served well if fiduciary duties are dumped on managers with full day jobs.
March 24, 2022
Where Long-Term Care Insurance Is HeadingThe future of long-term care may involve less use of care.
March 24, 2022
Why Your Tax Refund May Be Bigger This YearRecent statistics show tax refunds for 2021 are running 13% higher than for 2020. Here's why.
March 24, 2022
Why Social Security Claiming Really Counts for Wealthy ClientsStrategic claiming can produce $100,000 for income or legacy goals — easily earning advisors "investment alpha."
March 23, 2022
COVID-19 and Long-Term Care Insurance OperationsThe effects of the pandemic are still with us.
March 23, 2022
Time Is on Group Long-Term Care Insurance Sellers' SideThese days, the average age of a typical employer group is over 45.
March 22, 2022
How to Grease the Long-Term Care Planning GearsSomehow, we have to get this wheel turning.
March 22, 2022
How to Safely Cash In on Your Home Equity WindfallIs it safe to use your home as an ATM, especially as fears of a recession loom? And, if so, what steps should you take?
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