Debate: Is the 20% Business Income Deduction Worth It?
By Robert Bloink | William H. ByrnesOur tax experts discuss whether the deduction is an equalizer for small businesses or just another exploitable loophole.
September 23, 2024
Debate: Should COVID-Era Health Insurance Subsidies Be Extended?After 2025, the expansion of the premium tax credit will expire unless Congress acts.
September 19, 2024
The 60/40 Glidepath Is Dead for One Simple ReasonFinancial models assuming clients will live to 85 or 90 are at increasing risk of falling short.
September 11, 2024
How to Keep Female Clients After the Loss of a SpouseMany advisors get fired by newly widowed clients. Here's how not to become a statistic.
September 10, 2024
How Advisors Can Help Young Clients Who Lose a SpouseA widow or widower will need compassion, support and care to best manage their financial situation.
September 09, 2024
Your Client Is Forced to Retire Early. What Should They Do?If job losses or other unforeseen circumstances happen in later working years, key decisions need to be made.
August 30, 2024
Life Settlement Hopes Are No Excuse for Underfunding a Policy TodayMarket veterans look at why a policy sale is a last resort, not a desirable default coverage strategy.
August 22, 2024
New Program Makes Installment Payments an Option for Medicare Part D EnrolleesThe plan is intended to spread the costs of prescription drugs over a number of months.