Monthly Archives: July 2020

Is a 401(k) Loan in the Client’s Best Interest? Planners can use the three checklists to guide them when counseling their clients about whether to borrow, and whether to borrow using plan loans. The decision often comes down to not allowing debt to sacrifice future security in retirement and finding ways to mitigate adverse consequences […]

I’m an active runner. And I’m also not as young as I used to be. I notice that I get sore when I run. But I’m dedicated to improving my performance, so I get frustrated when I don’t hit my personal best.

Life Insurance for Business Owners: Inside or Outside? The reduced income tax rates for businesses have led many business owners to question whether it makes sense to accumulate life insurance values inside a C corporation or outside. But a closer look suggests that the benefits inside the company might not be as profound as owners […]

Referral Coach, Bill Cates answers what it takes to become referable

A Primer on Finding Finance and Economics Research Relevant The use of SSRN and Google Scholar can help you stay in touch with cutting-edge research in two ways. First, doing a quick search can provide insights into what researchers have been working on in relation to what you may be interested in learning more about. […]

Over the last several weeks I have spoken with producers who are working with their clients helping them through financial difficulties during this pandemic.

Lately, our world has been faced with events we can’t control. And as one situation looks like it’s improving, it seems that additional hard circumstances arise.