Updated August 7, 2024, at 3:37 PM
With several legislative changes to the current tax laws, most everyone agrees there are some significant changes on the horizon. The Made in America Tax Plan, the For the 99.5% Act, and the tax changes proposed during the election by the Biden Administration make for an environment of uncertainty, especially for high-net-worth individuals.
Updated March 22, 2024, at 11:00 AM Where do you start when you want to generate more referrals for your financial planning firm? Look to your current clients. Client retention is one …
Updated September 6, 2023, at 9:46 PM The long-term care (LTC) insurance product landscape has changed dramatically over the past decade. Today, consumers have more options than ever, including asset-based LTC. LTC …