Advice

Beware Elder Fraud!

Category: Advice
Written by Advisor Dashboard
It might seem trite to bring up "elder fraud" again. Trite as it might seem, it is real and happening NOW! A good friend called me last week, upset after finding out about her parents' experience. It went like this:
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41 Questions Answered About A New, Simple, And Inexpensive Retirement Income Planning Spreadsheet App

Category: Advice
Written by Advisor Dashboard
David Zolt is making an important contribution to the way financial advice fiduciaries will engage in retirement income planning. I’ve been producing weekly educational webinars for financial advisors for 5½ years and rarely have I seen such engagement from users in a new idea. Zolt’s $49 a year retirement income planning spreadsheet app generated far too many questions to answer at a recent webinar. Below Zolt answers questions about his app. The questions from...
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Highlights From The 2014 Heckerling Institute Conference On Estate Planning

Category: Advice
Written by Advisor Dashboard
If you've never attended the Heckerling Institute on Estate Planning, you have been missing out on the best estate planning conference for wealth advisors. Some 2,874 professionals -- accountants, attorneys, bankers, insurance agents and financial planners -- descended on Orlando for this year's conference, the 48th, for a week of continuing education. It's possibly the best networking in the profession.
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A New Voice In Retirement Income Planning: David Zolt, An Actuary, Financial Planner And Software Entrepreneur, Gets A Strong Reaction From Advisors Who Attended This Webinar

Category: Advice
Written by Advisor Dashboard
Judging by the number of comments and their intensity (see below), members of Advisors4Advisors who attended Friday’s webinar connected with ideas about retirement income planning from David Zolt.   A math whiz, who spent 25 years as an actuary consulting to many of the world’s largest defined benefit and other retirement plans, Zolt captured the interest of advisors with his simple but powerful new spreadsheet app for finding safe retirement withdrawal rates.
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What Will $2 Million Get Your Clients In Retirement?

Category: Advice
Written by Doug Carey
I spend a lot of time helping people understand how much money they will need to meet their retirement goals. Today I want to look at this another way: What will $2 million actually get you in retirement? This is an interesting question because a) Many people believe that $2 million is a comfortable amount to meet their retirement goals and b) We can look at the different ways in which a couple can use this $2 million without running out of money.
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More Articles ...

  1. Medicare Surtax On Investment Income - Beware!
  2. When To Rely On Portability? Answers To This And Other Questions About 2014 Estate Planning Techniques For Financial Planners
  3. You Are About To Run Out Of Time To Warn Clients About The New 3.8% Surtax On Net Investment Income
  4. Disposition Of Digital Assets At Death Presents A New Challenge For Financial Professionals; Uniform Law Commission Is Developing Model Legislation For Fiduciaries

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