My Practice »

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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Retirement »

Marlene Satter
10 ways millennials deal with retirement planning
Article posted by Marlene Y. Satter
Millennials are having a tough time saving for retirement—and some are struggling with the whole notion of retirement.

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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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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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