Qualified Personal Residence Trust Sales in an Active Real Estate Market In advising clients who have established a qualified personal residence trust (QPRT) and are contemplating the sale of a residence, estate planners must be mindful of the rules which apply if the residence is sold. While the current low-interest rates may not favor the […]
Rick Hellberg, CLU, ChFC, CFP, President & CEO of PeterAlexander Financial Services, joins hosts Herb Cohen and David Maola to talk about how he learned that he does not need to be perfect all the time and how that has impacted his career.
The Increasing Importance of Digital Assets in Estate Planning The coronavirus pandemic has accelerated internet usage and creation of so-called digital assets. This in turn has increased the importance of helping clients to properly manage their digital assets when putting together an estate plan. Most clients use digital assets without really thinking about any estate […]
Mike McGlothlin, CHFC®, CLU®, CFP®, LUTCF® You’ve heard that you need to adapt to stay relevant. And, those who are the best at it are able to anticipate upcoming changes, rather than just react to them. When it comes to your business, that means paying close attention to what your clients want today, but also […]
Jack Dempsey, CLU, ChFC, MA, General Partner at Dempsey Weiss & Associates, joins hosts Herb Cohen and David Maola to talk about how playing catcher in youth baseball parallels his role as “field general” at Dempsey Weiss.
Using Social Security Filing Strategies to Address Changed Circumstances Social Security has always been promoted as a safety net in retirement. Access to this safety net starts at age 62 for many people. However, to use the program correctly, it is important to understand how and when taking benefits will impact a client’s overall plan […]
Ann Bachrach, The Accountable Coach https://www.hipcast.com/podcast/HNFDdw8Z Seeing the light at the end of the tunnel of a work goal can be difficult. Motivation is high in the beginning of a project, and then seems to taper off as time goes on. However, there are techniques that can be employed to be able to stay on […]
Mike McGlothlin, CHFC®, CLU®, CFP®, LUTCF® Like so many other things, the pandemic slowed down business growth for many — and not just in our industry. It’s possible your clients, or prospective clients, are worried about their own industries, making them more reluctant to reach out for financial planning. In 2019, 41% of financial advisors […]
Lawrence Adamo, CLU, ChFC, REBC, CLTC, CFS, President of Lawrence Adamo Insurance Services, joins host Herb Cohen to discuss how the discipline he learned as a drummer translates into his practice and provides for his clients in a positive way.
Are “Best if Used by” Dates Better Suited for the Grocery Aisle than Tax Legislation? A phenomenon with which planners and clients must contend has been the enactment of laws that are designed to change, expire, or self-destruct due merely to the passage of time. Most notably this has occurred with gift and estate tax […]