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Vanessa De La Rosa
10 celebrities who made unfortunate estate planning decisions
Article posted by Vanessa De La Rosa
Many celebrities own large, diversified fortunes, have complicated family lives and are surrounded by acquaintances looking for some extra dough. The failure to create a properly drafted will and explicitly clear estate plan can cause a legal and emotional uproar when a celebrity passes away.
Jeffrey Levine
What advisors need to know about the new fiduciary rule
Article posted by Jeffrey Levine
The fiduciary rule includes the Best Interest Contract Exemption. What is the BICE and how does it affect advisors?
Michael Markey
A closer look at Dave Ramsey’s crusade against credit
Article posted by Michael Markey
Does Ramsey want to help unwitting victims of credit card fraud, or does he have an ulterior motive?
Lynette Gil
10 of the least federally dependent states in the U.S.
Article posted by Lynette Gil
How much tax you owe may depend on how dependent your state is on the federal government. Here are the least federally dependent states.
Christopher P. Hill, RFC
10 things to know about reverse mortgages
Article posted by Christopher P. Hill
Reverse mortgages can provide cash that retirees can use for a variety of purposes.
Dan Berman
Top 10 smartest states for financial literacy: 2016
Article posted by Dan Berman
WalletHub, a financial decsion making site, finds out where money matters are best understood
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Dan Berman
10 dumbest states for financial IQ: 2016
Article posted by Dan Berman
Financial literacy is poor in most states, but citizens of the worst 10 have a steep literacy hill to climb, WalletHub finds
Kristen Beckman
25 wealthiest No. 1 NFL draft picks
Article posted by Kristen Beckman
This year's No. 1 draft pick could earn a rookie contract of about $25 million. How would you advise him about his new wealth?
Carley Meiners
The future of life insurance, millennials and how advisors can better serve their female clients
Article posted by Carley Meiners
As part of our women in finance series, we spoke to Penn Mutual CEO Eileen McDonnell on how she got started in the industry, the role women play in the industry and how Penn Mutual is creatively bringing millennials into their practice.
Daniel Steenerson
Income protection: Essential coverage for millennials
Article posted by Daniel Steenerson, CLU, ChFC, RHU
Disability coverage can provide a foundation for building a relationship with millennials.
Jeremy Nason
Major league sales tips, part 2
Article posted by Jeremy Nason
How to promote yourself from the minor leagues to the majors of selling insurance — part 2.
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