Why tax planning for same-sex couples is still more complex than it should be

The current variety of rules that apply to a same-sex marriage is a recipe for confusion and possibly mistake among...

Sales & Marketing

One thing great salespeople never do

It’s been extolled by countless sales experts: Don’t pitch too soon. So why do salespeople keep doing it?

Sales & Marketing

Why cash value life insurance may be the estate planning tool your clients need

For boomer or senior clients with sufficient net worth, moving money from low-yielding assets into life insurance can be a...

News & Analysis

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Nichole Morford

Nichole Morford
Managing Editor

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