Laddering Annuities Can Optimize a Client's Retirement Income
By Tim DavisUsing a series of contracts may also give the client more flexibility.
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.
February 13, 2025
14 Ways to Connect With the Wealthy Over WineThink of wine as a crossover vehicle: It blends their interests with the limitations of your budget.
February 13, 2025
A New Federal Employee Market Is Coming to Life NowYou give advice. Workers facing sudden change need advice.
February 13, 2025
Solving a Long-Term Care Insurance Premium Payment ProblemAn agent looks at how two months of frustration ended with a sudden victory.
February 07, 2025
Why Advisors Are More Than Happy to Leave the WirehousesHeadcounts at these large Wall Street firms keep shrinking. Here are five reasons why.
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