6 Ways to Protect Against the Biggest Threat in Retirement

By implementing a strategy to control and minimize Medicare costs, you are saving your client’s Social Security benefit.

January 2017 |  Read Article

Extreme Tax Deductions Using Cash Balance Account Plans

A way for clients to increase their retirement plan contributions while paying less in income taxes.

January 2017 |  Read Article

A Family Limited Partnership Eases Bite from New Gifting Rule

An important deadline is coming up for your family business clients at the end of the year.

December 2016 |  Read Article

Same Sex, Different Needs: Serving the LGBT Community

The legalization of same-sex marriage led to some financial planning challenges for the gay and lesbian community, as well as opportunities for those who wish to serve this group.

November 2016 |  Read Article

How Advisors Can Capitalize on the Crowdfunding Boom

The boom in crowdfunding is only one piece of the growing financial technology industry. The popularity of this approach is leading consumers to consider a broader range of alternative investments.

October 2016 |  Read Article

How to Manage the Seven Risks to Clients’ Retirement Income

Help your clients navigate these hazards to their retirement portfolio.

September 2016 |  Read Article

Farmers, Ranchers Need a Special Breed of Retirement Planning

With the average farmer approaching retirement age, there is an opportunity for you to provide the special planning that farmers need to have the type of retirement they envision.

August 2016 |  Read Article

Tax Code Changes Can Spark a Client Conversation

Buried within the tax code are a number of changes that can prompt a discussion with clients and position you as a valuable resource...

July 2016 |  Read Article

Understanding the Different Breed of Affluent Clients in Millennials

The next generation of high-net-worth investors offers a financial “sweet spot” for wealth managers...

May 2016 |  Read Article

Changing Residency for Taxes Could Lead to State of Confusion

If your client is thinking about changing legal residency from a high-tax state to one that levies lower taxes, there are a few hoops they must jump through...

April 2016 |  Read Article