Practice

Help clients deploy their RMD funds to cover both expenses and taxes.

Paul Reilly says there is little question the law will pass, but he hopes the restrictions are more workable and the rules more clear on what financial products are restricted.

Louis Papa maintains round-the-clock, uninterrupted communication with all of his clients, which is possible because he only serves around 60.

“Being a financial advisor looked interesting, and I realized I could help people,” says Brain McGinnis, a former Florida deputy sheriff turned financial planner with the help of a super OSJ firm.

Advisors have invested a significant amount of sweat equity in their books. Why not tap that resource to fund their own retirement?

Currency-hedged ETFs give advisors lacking experience in this area an option.

“There is a large gulf between some of the overly simplistic applications on the market today and those that are much more comprehensive; RightCapital could occupy the middle ground,” columnist Joel Bruckenstein says.

There are big payoffs for advisors who plan carefully.

When older clients want to relocate, they must consider the cost of housing and health care, as well as taxes.

With one-third of advisors expected to leave the industry in the next ten years, young advisors see an opportunity to pick up another book of business. But at what price?