Dave Lindorff
Contributing WriterDave Lindorff, winner of a 2019 “Izzy” for Outstanding Independent Journalism from the Park Center for Independent Journalism, is a freelance writer for Employee Benefit News.
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Advisors should include Social Security benefits not just in income calculations, but as an integral part of the bond/annuity portion of clients' portfolios.
July 2 -
Whether a true believer or agnostic, your clients' politics could be worth a fortune.
July 1 -
The more money elderly high-net-worth clients have, the more they may worry that beneficiaries won't use it wisely.
May 29 -
The more money elderly high-net-worth clients have, the more they may worry that beneficiaries won't use it wisely.
May 29 -
Dustin Hellams' job as a credit union advisor on an Air Force base gives him a full gamut of clientsfrom 19-year-old "kids" away from home for the first time to retirees.
May 26 -
"Clients balk at giving even a close relative a POA that is immediately effective, (but) really, if you are going to trust someone with your finances when you’re incapacitated, you should be able to trust them when you know what’s going on."
May 15 -
State securities officials are drafting a model rule that would provide advisors cover if they delayed a transaction when they suspected the client was the victim of exploitation.
May 13 -
It's critical for advisors to educate clients about potential scams and if possible, put themselves between seniors and possible fraudsters.
May 13
