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"long term care"

    image of david mcknight's tax-free income for life on blog header
    Business DevelopmentProduct R + D

    David McKnight’s Tax-Free Income for Life Book Summary

    by Shawn Sigler February 4, 2021
    written by Shawn Sigler

    Updated September 4, 2023, at 5:07 PM

    Since his first book, The Power of Zero, was published in 2014, David McKnight and his team have been diligently guiding financial professionals and their clients towards the zero percent tax bracket.

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    February 4, 2021
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  • Business Development

    Financial Planning for Women: Navigating the Gaps

    by FIG Marketing January 28, 2021
    by FIG Marketing January 28, 2021

    Women have made—and continue to make—strides in the quest for true equality. Women have come a long way, but the climb is still uphill as gaps remain across social and economic paths. …

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  • Business DevelopmentProduct R + D

    How to Talk to Clients About Multi-Generational Wealth Planning

    by Mark Stewart January 14, 2021
    by Mark Stewart January 14, 2021

    Updated March 13, 2025, at 11:49 AM “Shirtsleeves to shirtsleeves in three generations.” Wait. What?

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