How to Help Retirees Pick the Right Life Insurance: Hidden Value
By Joe ElsasserLife insurance can be a great retirement planning tool, but many clients buy more than they need.
September 11, 2018
3 Tips for Preparing Clients to Spend Their Retirement Savings"Decumulation" shouldn't be a word that clients are introduced to on their 65th birthdays.
August 28, 2018
It's All About the BenjaminsA more aggressive stance by SEC examiners means advisors need to be prepared and able to respond to the questions below.
August 24, 2018
How Do You Compare Two Financial Plans? — Hidden ValueIn this new column, advisor Joe Elsasser tackles common questions to help advisors deliver more value for their clients.
August 22, 2018
IRS Nixes Anticipated Pass-Through Tax Deduction WorkaroundsIn new regulations, IRS has identified and prohibited several potential strategies for maximizing the Section 199A deduction.
August 13, 2018
Identify the Best Active Equity FundsFunds that consistently pursue a narrowly defined investment strategy while taking high-conviction positions outperform.
August 01, 2018
Clock Is Ticking on SLAT Estate Tax ExemptionThe tax reform law shields even super wealthy clients from the federal estate tax, but it also created a "fiscal cliff" situation, meaning that the current exemption will expire.
July 30, 2018
What's in Your Technology Report Card?Advisors are in the business of measurement, so they also should ask users to grade how well firm technology systems perform.