Retirement »

Lynette Gil
15 U.S. cities that were hurt the most by the recession
Article posted by Lynette Gil
Some cities across the United States have not recovered as quickly as others -- and they're not necessarily the cities you would expect.

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My Practice »

Paul McCord
4 ways to become a better listener
Article posted by Paul McCord
Listening might seem hard at first, but it will improve your relationship with your clients (and you'll gain more referrals).

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Life »

Nick Paleveda MBA J.D. LL.M
Tax deductible life insurance: Here we go again
Article posted by Nicholas Paleveda MBA J.D. LL.M
You would think after Neonatology v. Commissioner and the listed transaction rules under 6707A and IRC section 264 that people would stay away from 419 plans as an area where life insurance is tax deductible. But they do not.

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Health »

Marlene Satter
5 best companies for employee financial health
Article posted by Marlene Y. Satter
Award-winning companies invest in their employees. And the winners of a program initiated by the Principal Financial Group to recognize companies that do more for their employees’ financial security are not just the employees.

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Annuities »

Was trickie Dickie Nixon right on the tight Fed policy?
Article posted by Kevin Startt
There has been much discussion about what period in the past our capital markets resemble today. Is it 1987, a period of rising rates in the spring, currency misstatements, and a giant controversial tax act that led to a crash, albeit short in the Fall? I don’t think so.

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