Archives July 2021

Weekend Reading for Financial Planners (July 31-Aug 1)

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the industry news that the CFP Board is proposing updates to its disciplinary Sanction Guidelines and Procedural Rules, which would make the Failure To Report a disciplinary violation to the CFP Board result in a public censure (not …

Allstate Insurance Auto Review

Key takeaways:

  • Allstate ranked below average for customer service satisfaction in most regions nationwide, according to 2021 data. 
  • This provider offers a plethora of auto insurance discounts you can qualify for, as well as its own driving-based Allstate Drivewise program.
  • Allstate features an easy online claims process, as well as an online portal where you

Can A Charitable Remainder UniTrust (CRUT) Truly Replace The Benefits Of The “Stretch” IRA?

In December 2019, the Setting Every Community Up For Retirement Enhancement (SECURE) Act was passed into law, bringing with it substantial changes to the laws governing retirement accounts. Of the changes, perhaps the most discussed were the revisions to the post-death distribution rules, which eliminated the ‘stretch’ provision for most non-spouse designated beneficiaries of retirement …

#FA Success Ep 239: Creating Advisor Value By Helping Clients With Complexity Regardless Of Assets, With Ryan Frailich

Welcome back to the 239th episode of the Financial Advisor Success Podcast!

My guest on today’s podcast is Ryan Frailich. Ryan is the founder of Deliberate Finances, an RIA located in New Orleans, Louisiana that serves young professionals using a monthly subscription fee model.

What’s unique about Ryan, though, is that he’s intentionally built …

Weekend Reading for Financial Planners (July 24-25)

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with industry buzz that a new Senate bill would remove the “Specified Service Trade Or Business” (SSTB) limitations on the Qualified Business Income deduction, effectively opening the door for financial advisors to claim the 20%-of-income deduction… with the caveat …