The pension maximization strategy can be a viable one for those couples facing a pension benefit decision. We examine a methodology that will allow planners to show clients whether the strategy should be implemented.
Author: Douglas B. Richards, JD, MBA, CLU, ChFC, is senior advanced markets consultant at LPL Financial in Fort Mill, South Carolina.
Financial Planning
New Look at Family Caregiving: Insights for Financial Services Professionals (Journal Article)
This article appeared in the January 2020 Journal of Financial Service Professionals.
This article appeared in the January 2020 Journal of Financial Service Professionals.
Financial Planning
By clicking "Buy Now" you will be redirected to A.D. Banker to complete your purchase. You will be prompted to select your resident license state and course type (continuing education) to determine courses and formats available in your state.
This article appeared in the September 2018 Journal of Financial Service Professionals.
Practice Management
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Accounting & Tax Planning
Time will tell if Regulation Best Interest (Regulation BI) really helps provide clarity for the profession and clients. However it is already very clear that Regulation BI does not respect the history, nor advance the strong legacy, of looking out for a client’s best interest under the fiduciary duty of loyalty. Author: James Pasztor, MSF, [...]
Practice Management
The Influential Personal Brand Online Summit (Brand Builders)
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Accounting & Tax Planning
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