November 25, 2019
Year-End Tax Opportunities to LeverageIt's time to consider Roth conversions and harvest some losses and gains.
November 25, 2019
SRI: How Advisors Can Bridge Idea and PracticeJust as index investing stumped advisors in the mid-1970s, sustainable investing may take time to catch on.
November 20, 2019
4 Common Questions About Reverse MortgagesThese questions are most frequently asked by advisors and some clients about the basic rules of reverse mortgages.
November 19, 2019
2020 Medicare Changes Highlight Valuable Income-Minimization StrategiesBecoming subject to Medicare's income-based surcharges can increase Medicare premium costs substantially.
November 08, 2019
Avoiding Roth IRA Conversion Tax TrapsOne potential trap in converting to a Roth applies to clients who have yet to reach age 59 ½.
November 06, 2019
Here Are 4 Planning Situations When Annuities Make SenseWe neither like nor dislike annuities, because they're just tools, which work well in certain circumstances and do not work well in others.
October 29, 2019
Why Client Feedback Is Key for Hitting Tech GoalsDon't assume you know how clients use, or even like, your technology. Instead, ask them and adapt.
October 03, 2019
How and Why to Choose a Niche for Your Financial Planning PracticeA niche practice means you can deliver better service to clients and get more referrals.
October 01, 2019
100 Questions to Ask in an Estate Planning InterviewThe initial client interview is critical in estate planning, both to shield against malpractice concerns and to ensure a mutually beneficial relationship.
September 30, 2019
Hit by Natural Disaster? Tax Reform Tangles Tax ReliefClients now must understand both the complexities that have always existed in claiming a loss deduction and the changes made by the tax law.