New (and favorable) long term care rules…
How to showcase your retirement planning expertise…
How to recognize a boom, so retirement isn't a bust…
10 tips to make charitable giving count…
Many believe the recruiting environment in the broker/dealer space is the best it's ever been.…
We've heard about hedge funds and the global quantitative unwinding they've caused…
The repeal of the estate tax is ready to sunset, and it's doubtful the Obama administration will have it rise again.…
Due to a recent decline in disposable income (to put it mildly), clients might feel long term care insurance is a "luxury" they can no longer afford.…
Any good psychiatrist will tell you recognizing destructive behavior is the first step in correcting it. In a slight departure from the normal Checklist format, we highlight seminal works on the topic of irrational investing; behavior that can kill a portfolio. Courtesy Jonah Lehrer of the Wall Street Journal, you'd be wise to recommend them to your boomer clients - and to read them yourselves.…
If they seem obvious, ask yourself why so many clients (and too many advisors) continue to make the same insurance and financial planning mistakes over and over. Here are some of the more common — and what can be done about them —…