Advisor to First Responders Says Pensions Can Pose Planning Challenges
Few financial advisors have clients on the drug and gang task force, the joint terrorism task force and police precinct...
life insurance
Life Insurance for Cancer Patients (2023)
Quick Facts Buying life insurance for cancer patients can be difficult, particularly because rates tend to be much higher Most...
How to Name (or Rename) Your Advisory Firm
“Professionals hired to come up with names typically a thousand ideas. It’s not just an afternoon of brainstorming and leaving...
How Advice Differs When Your Average Client Has $100M
Simply put, there are many highly successful entrepreneurs approaching retirement age and looking to turn to the next chapter. Making...
These Secure 2.0 Provisions Provide the Most Value to Your Clients
What You Need to Know The Secure 2.0 legislation has created opportunities for deeper planning discussion with existing clients while...
Bank of America Sued Over Unauthorized Accounts, Fees
The complaint cites the Consumer Financial Protection Bureau, which levied fines and penalties against BoA this month “for this exact...
IRS Cracks Down on 175 Millionaire Tax Cheats
What You Need to Know The IRS says it recovered $38 million from delinquency cases against wealthy taxpayers in the...
Why life insurance is not a scam
Is life insurance a scam?Unfortunately, this is a common question and concern. It stems in part from the nature of...
The Real Reason a Higher Retirement Age Won't Fix Social Security
What You Need to Know A new paper warns that raising the retirement age would have little effect on getting...
The Secrets Behind Commonwealth's Award-Winning Advisor Satisfaction
Fresh off his firm’s 10th consecutive J.D. Power honor for being the top investment firm for independent advisor satisfaction, Commonwealth...
