November 19, 2021
Active Fixed Income ETFs Growing as Investors Navigate Bond Market UncertaintyMany advisors find these ETFs are effective in balancing interest rate and credit risk while helping clients generate income.
November 16, 2021
Debate: Should High Earners Pay More Social Security Taxes?Two professors debate whether collecting payroll taxes on income above $400,000 is the best way to shore up Social Security.
November 16, 2021
Democrats' Medicare StandoffThe author expects the conflict to limit changes in health care options for American seniors.
November 15, 2021
How to Help Married Couples Maximize Social SecurityWith two different Social Security benefits available, calculate the optimal time for each spouse to claim.
November 08, 2021
5 Steps to Making a Better Email IntroIncrease the chances of a positive outcome while making yourself look thoughtful.
October 27, 2021
PPP Loan Forgiveness Was Denied. Can You Appeal?Small-business clients unhappy with how their PPP loans have been treated may have the option of appealing the decision.
October 26, 2021
Where Clients Go Wrong in Predicting Life ExpectancyCare must be taken to ensure mortality assumptions are reasonable because errors can significantly impact a retirement plan.
October 26, 2021
6 Ways to Fight the Return of InflationOne is to insure some income, to free the rest of the portfolio for a riskier new world.
October 26, 2021
Why Social Security Claiming Comes First in Retirement PlanningSocial Security advice is highly sought after, and it affects planning elements like RMDs and sequence of withdrawals.
October 22, 2021
The Democrats' Medicare StandoffThe author makes the case that it will limit health care options for American seniors.