Retirement »

Lynette Gil
12 of the best retirement TV ads
Article posted by Lynette Gil
From the sensitive to the funny, these TV commercials do an excellent job educating their audience about retirement.

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My Practice »

James Katzaman
He who hesitates with life insurance… is pretty common
Article posted by Jim Katzaman
Buying life insurance may be among the most significant purchases a person will ever make. This is especially true if people they love depend on them for their comfort and financial security.

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Annuities »

Daniel Williams
What's the secret to becoming a multigenerational advisor?
Article posted by Daniel Williams
What exactly is a multigenerational advisor and what does it take to make it a vital part of your practice?

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Health »

Emily Zulz
3 strategies to keep Medicare premiums low
Article posted by Emily Zulz
With Medicare premiums set to take a bigger bite of higher-income retirees’ money, two experts offer advice on what you can do.

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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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