Recent Articles
Advisors who help their clients mitigate tax and legislative risk in retirement naturally spend a lot of time helping...
Believe it or not, our government is fairly transparent when it comes to its own spending - and the impact it could...
In a way, taxes are the final frontier of retirement planning. As an industry, financial advisors have helped U.S....
Sometimes, 1 + 1 = 3. Not mathematically, of course. But sometimes, when you add things together, the sum is far more...
“How long does my money have to last?” Every financial advisor has been asked this question. In fact, it’s one of the...
If you’re in the financial services business, it’s impossible to avoid people asking about Dave Ramsey. Dave Ramsey is...
Estate planning is one of 2024’s hottest seminar strategies for financial advisors. You don’t have to take my word for...
Last week, President Biden delivered his State of the Union Address to Congress and the American people. So this week,...
If you’ve followed this blog (or ever heard me speak), you undoubtedly know I’m a big fan of message frames. Message...
As CJ Cregg, fictional White House Press Secretary on the hit TV show West Wing, once said: “Everybody’s stupid in an...