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DOL

What 2017 Means for the DOL Rule: An Expert Weighs-In

The U.S. Department of Labor’s fiduciary  rule, revered by some financial services experts as a revolutionary shift within the profession  and reviled by others has an...

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Retirement

The Financial Advisor’s Guide to Helping Senior Clients Select Medicare Benefits

When was the last time you researched Medicare benefit options for your clients? Upon their 65th birthday, retirees must make critical choices regarding coverage that can...

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Retirement

Follow the Rules to Leverage Important Benefits of Medicare for Your Clients

A 65-year-old couple can expect to pay around $260,000 in medical costs during retirement, and advisors should be ready to help clients prepare for this expense by taking...

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Financial Planning

Social Media: Adventures in Life-stage Marketing for Financial Advisors

Consider the typewriter. The clunky, mechanical device — and the White-Out and retyping inevitably needed to draft anything on one — harkens back to another era in technology....

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Financial Planning

Does Tax Reform Threaten The Viability of Nonqualified Deferred Compensation?

Nonqualified deferred compensation has been an essential tool in assuring an appropriate retirement income for executives. The rules under ERISA and the Internal Revenue Code...

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Retirement

Explaining and Optimizing Military Clients’ New Retirement Benefit Options

For the first time in history, military personnel who don’t reach the traditional 20-year service milestone will be entitled to retirement benefits. Starting January 2018,...

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Financial Planning

Appointing a Digital Fiduciary for Your Clients’ Digital Assets

Discussing difficult subjects like death and incapacity are often unwelcome yet incredibly necessary client conversations. Perhaps one way to ease into these difficult topics...

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Financial Planning

News and Events that Profoundly Impacted Financial Services in 2016

The most significant event of 2016 was arguably the U.S. presidential election. Aftereffects have immediately and materially impacted the financial sector and will continue to...

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Retirement

Will the Long-Term Care Insurance Revival Affect Your Retirement Income Advice?

Long-term care insurance (LTC) has suffered a decimating blow in recent years. Stories of non-payment to policyholders, rising plan costs, and bankrupt carriers have plagued...

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