Updated Tuesday, May 26, 2015 as of 9:26 PM ET
by: Paul Norr
May 26, 2015
Benefits grow approximately 8% for each year between 62 and 70 that clients delay filing for Social Security, and future benefits will include cost of living increases. So why aren't clients taking advantage?
Irrevocable life insurance trusts, often created for estate tax liquidity, may no longer be...  more »
Instruction should focus on the specific needs of the elderly, including how to spot and deal...  more »
Wealthy clients may be less concerned about estate taxes and more interested in avoiding high...  more »
Women: The financial planning industry needs you! The Bureau of Labor Statistics calls financial advisor one of the fastest growing job categories in the next 10 years, but only about one-third of advisors are women. The Women Advisor Forum is dedicated to fostering the growth and success of women in the industry, and bringing you together to network and make the business and intellectual connections that will help you succeed.
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