financial planning

Rebalancing Life Insurance: The New Strategy to Keep Clients Prepared

When you ask most clients what they think of when you mention rebalancing, you generally get answers around keeping their portfolios neatly divided between stocks and bonds to maintain the […]

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7 Ways the Law Protects Seniors Who Sell Their Life Insurance Policies

I never get tired of sharing this fact: a life insurance policy is an asset. If a senior is not going to keep their life insurance policy—for whatever reason—they have […]

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“You’re Welcome.” Little Words Can Make a Big Difference to Your Clients

“You’re welcome.” It’s a phrase that every one of us learned to say when we were young. Not just to be polite, but to express our willingness to give something—our […]

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Did the DOL Create a Buyer’s Market for Advisory Firms?

Every year after tax season, ‘for sale’ signs go up at CPA firms across the country. It’s no wonder. It’s a grueling business that forces accountants to run a marathon-length […]

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