Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Home Builder Confidence Dropped in June; Import Prices Fell in May
By Joyce HansonHome builder confidence in June for the newly built single-family home market fell back to February levels, before the beginning of the tax credit-related surge, according to the National Association of Home Builders/Wells Fargo Housing Market Index.
June 06, 2010
Post-Recession, EOLI Sales Are On The MendSales of employer-owned life insurance are on the rebound.
June 03, 2010
Why So Funny? Networking Concerns and Other Financial JokesSalespeople are funny - real funny.
June 02, 2010
Construction Spending Surges; Manufacturing Index DipsThe economic recovery gained strength on the biggest rise in construction spending in nearly a decade and the 10th straight month of expansion for the manufacturing sector.
June 01, 2010
Tax Extenders Bill Passes House, Heads for SenateBill addresses DB funding relief, 401(k) fee disclosure, carried interest loophole
June 01, 2010
From Senior to PartnerIn my book, a senior advisor is really the top of the heap in the advisory profession: they are qualified to make all the decisions...
June 01, 2010
Limitless HorizonsPartnership is a cornerstone concept at Harbor Lights Financial Group. First there's the equal partnership of the three principals--Ken Roberts, Rob Tendler, and Doug Lockwood....
May 24, 2010
Seven ways to use drip marketingMail birthday cards to existing clients; mail anniversary cards if you know that information.