Health >>

Mike Anthony
When Medicaid and tax rules collide
Article posted by Mike Anthony, JD, CMP™
I noticed several incongruities between long-term care Medicaid rules and tax rules that every advisor should know and understand. So before you get too busy filling out your 1040, I thought I’d recap some good ways to make sure you and your clients are ready.

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My Practice >>

Daniel Williams
2014's best movies for business professionals: 11-15
Article posted by Daniel Williams
A sure shot; a modern day Moses; a sci-fi Groundhog Day: Today's movies reveal brilliant men who can't escape the things that haunt them.

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Annuities >>

Alanna Ritchie
Defined benefit plans and the impact on the annuity market
Article posted by Alanna Ritchie
As more companies join ranks as DC plan providers, both the primary and secondary market can expect new consumers interested in reliable and flexible financial products.

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Retirement >>

Steve Selengut
Is the retirement-ready 401(k) just a dream?
Article posted by Steve Selengut
The speculative essence of 401(k) product menu choices, coupled with the utter disinterest in providing meaningful income choices (even toward the end of a TDF “glide path”), just screams that there must be a better way for employers to get 401(k)-like, tax deferral and wealth accumulation benefits.

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Life >>

How to answer questions, Pt. 2
Article posted by Steve Lewit
I aim to show you how to find out exactly what’s on your client’s mind so that your answers to their questions carry a more accurate and meaningful response.

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