The Latest

After my last column about spreading out the tax season, several readers contacted me to share their experiences about making busy season more sane.

Advisors who don't consistently make their dollars-and-cents value apparent to clients risk not only being undervalued but also "laid off."

Doug Sabella is the CEO and co-founder of Payroll Integrations. Sabella co-founded Payroll Integrations in 2016 to simplify payroll and benefit processes for employers and advance employees' financial wellness. The company's technology introduces a direct, two-way connection between payroll systems and benefits providers (401k, HSA/FSA, etc.) to automate the process of onboarding employees, updating benefit plans and managing employer/employee contributions.

The decisions indicated that justices will use far stricter scrutiny of government regulations moving forward, and some cases dealt a direct impact right away.

Low-interest debt backed by an asset can be good, but high-interest, unsecured credit cards are not; however, reducing high-interest credit card debt should be prioritized.

A look at which firms had the biggest loan balances and revenue numbers and the relationship between the two.

Larry Nisenson is the Chief Growth Officer for Assured Allies, leading the new business initiatives for the company. Assured Allies features solutions including NeverStop, an innovative Wellness Rewards Program that's built right into your insurance policy. 

For more than 25 years he has held leadership roles in the insurance and financial services industry, including Chief Commercial Officer for Genworth's U.S. Life Insurance business, covering long term care, life and annuity products. The role also included oversight for CareScout's Caregiver Support Services' commercial offerings. Prior to that role, Larry held senior leadership roles Plymouth Rock Assurance Company, AXA Equitable, American General Life Companies and Allstate. Larry started his career in financial services in 1995 as a financial advisor in New York City. 

Larry received his BA from Rutgers University and attended the Global Executive Leadership Program at the Tuck School of Business at Dartmouth from 2018-2019. He also serves on the Board of Directors for the Rutgers School of Design Thinking as well as the Alumni Board for Sigma Phi Epsilon and is a public advocate and speaker on the caregiving dilemma that impacts millions of people.

Asset-Map's founder and CEO H. Adam Holt talks on the power of creating visuals for clients to see their financial lives and the firm's next steps in going holistic.

Derek Miser is chief managing member at Miser Wealth Partners.

He is a licensed national Social Security advisor and a life and health insurance advisor. He is well-known in the financial services industry and has been featured in several publications, including Time, Forbes and USA Today. 

Michelle Drolet is CEO of Towerwall, a pure-play cybersecurity consulting firm offering security and compliance services with clients such as Foundation Medicine, Boston College, and UMass Medical Center. Founded in 1999 in Framingham, Mass., Towerwall focuses exclusively on providing organizations with customized cybersecurity programs. 

Contact her at michelled@towerwall.com or through LinkedIn at https://www.linkedin.com/in/michelle-drolet.