Retirement >>

Paul Wilson
Navigating uncharted territory
Article posted by Paul Wilson
In geographical terms, Herb White’s years in the financial services industry have taken him almost nowhere. In fact, his entire career has taken place within a three-block radius. Nevertheless, the journey has been long, fulfilling and successful.

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Health >>

INERTIA / ASG
Long-term care planning: Make it an asset, not an expense
Article posted by Mike Padawer
Long-term care planning once meant buying traditional long-term care insurance, usually with “use or lose it” benefits and a lack of any real cost certainty. However, with the evolution of financial planning, it's becoming clear that long-term care planning should be a component of a comprehensive plan.

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My Practice >>

Greg Preite
5 great opportunities for advisors in a changing digital world
Article posted by Greg Preite
Before you can build important relationships, you must ensure that your audience can see a clear difference between your content and obnoxious advertising. Remember these five components to a successful content marketing campaign.

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Annuities >>

kstartt
The last two converts to income annuities?
Article posted by Kevin Startt
One of the chiefs of the financial planning industry, Harold Evensky, recently changed his opinion on annuities, admitting that they make sense as a lifetime retirement income source. I also recently read an interview conducted with the dean of financial advisors, Nick Murray, and even he has come around to the idea of utilizing a variable annuity as a lifetime income source.

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Life >>

Michael Markey
Why Dave Ramsey is wrong about permanent life insurance
Article posted by Michael Markey
In his arguments for term life insurance, Dave Ramsey accidentally reveals why permanent insurance can be better.

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