Retirement »

Bernice Napach
How to save retired clients thousands in Medicare costs
Article posted by Bernice Napach
Wealthier clients can save tens of thousands of dollars in Medicare premiums by using savings vehicles that the government doesn't consider in its income calculations.

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My Practice »

Nick Thornton
The key question in NAFA's lawsuit against the DOL fiduciary rule
Article posted by Nick Thornton
The lawsuit by the National Association for Fixed Annuities challenges the DOL fiduciary rule on six counts — but the key question is whether the rule creates a new private right of action.

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Life »

Warren Hersch
Life insurance policy reviews: 6 key questions explored
Article posted by Warren Hersch
Too often agents and advisors overlook critical questions in a life insurance policy review that can result in a poor product recommendation.

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Health »

Allison Bell
7 ideas for improving long-term care insurance
Article posted by Allison Bell
Longtime patient advocate Bonnie Burns shows regulators her recommendations for saving aging boomers.

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Annuities »

Christopher P. Hill, RFC
Debunked: The top 6 myths of VAs
Article posted by Christopher P. Hill
According to the public variable annuities are not good for your investment strategy. But a financial project may not be right for everyone, but it's also not wrong for everyone either.

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