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By Romeo Raabe, LUTC, LTCP |
May 21, 2013
If a client is considering a later-in-life marriage, understand that prenuptial agreements can’t ‘hide’ assets when it comes to a spouse’s need for LTC.
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By Bob Clark, AdvisorOne |
May 20, 2013
The SEC Regulatory Accountability Act is yet another attempt by the securities industry to shift attention away from the consumer protections of requiring brokers to put the interests of their clients ahead of their own, by focusing solely on the “costs” of doing so.
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By John Sullivan, AdvisorOne |
April 9, 2013
Despite the claims by advocates that lower taxes entice business, a new survey finds it’s actually something else.
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By Danielle Andrus, AdvisorOne |
March 19, 2013
A comfortable retirement is still something many Americans fear they’ll have to do without, according to EBRI’s 2013 Retirement Confidence Survey.
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By Melanie Waddell, AdvisorOne |
February 25, 2013
As the nation braced for the $85 billion in sequestration cuts to kick in on March 1, Joe Lieber of Washington Analysis laid out the “numerous tools available” to blunt sequestration’s impact.
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By Melanie Waddell, AdvisorOne |
February 6, 2013
President Barack Obama urged Congress Tuesday to delay the looming sequestration cuts by passing a package of both spending cuts and tax hikes, but reports said Wednesday that Obama’s plan was DOA in the House.
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By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq. |
February 5, 2013
Health Reimbursement Arrangements are one type of health insurance vehicle that may be on the chopping block with the dawn of Obamacare.
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By Bob Clark, AdvisorOne |
January 16, 2013
I suspect that financing health care will replace investments as the primary service demanded by advisory firm clients in the all-too-near future.
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By Michael E. Kitces |
January 10, 2013
This year may mark the beginning of a permanent change in separating employment from health insurance. Why this development in health exchanges holds major implications for you and your clients.
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By Michael E. Kitces |
January 8, 2013
First up in an intense year for advisor regulation: movement from the DOL on its fiduciary rule.