Supreme Court Case Could Upend a Key Succession Strategy
By Robert Bloink | William H. ByrnesThe case involves a life insurance strategy intended to keep remaining shareholders in control after a key shareholder's death.
April 10, 2024
Is Now a Good Time to Retire?How important is market timing to retirement success? In part, it depends on how well you plan.
April 08, 2024
What Really Drives Life Insurance Sales?A longtime agent reacts to news of customers' complaints.
April 01, 2024
How to Find the Right Asset Allocation for Your Retiring ClientTo plan for your client's unique needs, here's what to consider.
March 29, 2024
'Probability of Success' Doesn't Mean What Your Clients Think It MeansThe good news is that "failure" doesn't, either.
March 28, 2024
Debate: With Direct File, Is the IRS Inviting Conflict of Interest?The pilot program offers eligible taxpayers in 12 states a cost-free way to submit their federal returns.
March 25, 2024
The SEC Marketing Rule Sweep Has BegunAre you being too aggressive with your marketing efforts? Be careful.
March 25, 2024
How Advisors Build Retirement Income Portfolios, in 7 ChartsPortfolios specifically designed for retirees often use different asset classes than those focused on accumulation.