Recent Articles
It’s Legislative Risk Awareness Month, and today I want to share one of the clearest examples of Legislative Risk many...
September, it seems, is a month designated for celebrations and observations.
Pop Quiz: What’s a big risk of retirement that doesn’t matter much while you’re saving… but can matter a LOT once...
When you and your clients think about annuities, what comes to mind?
Where do you turn for answers? For most of us, it’s Google or similar search engines. A prospective client’s journey to...
Believe it or not, our government is fairly transparent when it comes to its own spending - and the impact it could...
It’s summertime, which means many of us are gearing up to participate in that great American tradition: Road Trips....
Growing your practice requires generating leads, and for many advisors that means live prospecting events. But as...
In a way, taxes are the final frontier of retirement planning. As an industry, financial advisors have helped U.S....
As Elliot Masie said, "We need to bring learning to people instead of people to learning." That's exactly what we did...