Advice

Receive Two Continuing Education Credits For Today’s Webinar, "75 Ways To Generate Tax-Alpha (Part 1)" by Bob Keebler -- Plus Big Discounts On Bob's Tax Aides For Advisors

Category: Advice
Written by Advisor Dashboard
Bob Keebler at 4 p.m. ET today delivered the first installment of a two-part webinar program, entitled, “75 Ways To Generate Tax-Alpha.” Replaying the special 100-minute session will give you twice as much CPE as our usual one-hour sessions, and Part 2 will also be a two-credit session and Part 3. In addition, attendees at today’s webinar will receive big discounts on the following tax tools for professionals from Keebler Tax & Wealth Education: The Advisor's...
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How To Use Behavioral Finance Techniques To Generate “Advisor Alpha” In Financial Planning Relationships

Category: Advice
Written by Advisor Dashboard
Scott Burns and Uri Pomerantz, who have designed an app to help financial advice professionals capture the three-percentage points of return annually squandered by consumers on common behavioral finance mistakes, spoke yesterday at an A4A continuing professional education webinar entitled, Applying Behavioral Finance Research To Mass-Affluent Financial Planning Engagements.
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What Is Cash Value Life Insurance?

Category: Advice
Written by Advisor Dashboard
Which one is the best choice? Cash value life insurance is… A. an expense. B. a combination of protection and savings. C. a way of prepaying future insurance costs.  
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Six Hypocrisies of the Life Insurance Industry

Category: Advice
Written by Advisor Dashboard
   Yes, I know what you’re thinking: only six? But let’s start with these, and you can add to the list.
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Discount Code For A4A Members For My StockOptions.com -- A Great Resource With Tax Season Upon Us

Category: Advice
Written by Advisor Dashboard
  To receive a $25 discount on a one-year Premium Membership (offer good until April 1, 2014), enter the promotional code TAXBACK2014 in the registration/upgrade form, or click here to sign into your existing membership and then upgrade.   Mystockoptions.com’s Tax Center teaches the withholding, reporting, and filing rules for stock options, ESPPs, restricted stock, and SARs, which could come in especially handy during the next few weeks.   View an A4A webinar...
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More Articles ...

  1. Beware Elder Fraud!
  2. 41 Questions Answered About A New, Simple, And Inexpensive Retirement Income Planning Spreadsheet App
  3. 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
  4. Highlights From The 2014 Heckerling Institute Conference On Estate Planning

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