3 Tax-Smart Strategies to Help Clients Plan for College
What You Need to Know A 529 plan account is a great option for clients looking to maximize their savings...
life insurance
Connecticut Lawmakers Approve Historic Tax Cut
Connecticut lawmakers approved a $51.1 billion budget that cuts personal income-tax rates for the first time in almost 30 years,...
A simple guide to paying for college
Whether you’re looking for scholarships or applying for loans, here’s what you need to know.by Nicole Dieker June 09, 2023 | ...
The Bull Market Is Back. What Now?
The bearish narrative that only seven big tech stocks are driving the market rally no longer applies, Ritholtz Wealth Management...
Magic Johnson's Essential Lessons in Leadership
What You Need to Know All leaders need knowledge and self-confidence, Magic Johnson says, but great leadership also requires humility...
These Types of Social Media Posts Are Most Engaging: Study
What You Need to Know A new study from Hearsay Systems found a 23% increase in overall engagement across all...
BEST Fixed Index Annuities in Florida
BEST Fixed Index Annuities in Florida BEST Fixed Index Annuities in Florida are explained in this article. Book a Call!...
Debate: Should States Offer a SALT Cap Workaround?
The 2017 tax overhaul imposed a $10,000 cap on the federal tax deduction for state and local taxes (known as the...
Calling ALL Life Insurance Agents or ANYONE looking for a career change —
We are holding an informational conference from the leading IMO in the industry August 9-11 in downtown Denver. If you...
6 Truths about Medicare Supplement Insurance Plans
What You Need to Know Medigap plan benefits are standardized. Clients can suspend their coverage. Clients who qualify for Medicare...
