Archives October 2021

Weekend Reading for Financial Planners (Oct 30-31)

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with a (Twitter-based) breakdown of the final text of President Biden’s latest “Build Back Better” Act, which is perhaps more notable from a financial planning perspective for what parts of the previously proposed tax legislation it doesn’t include (forgoing …

What Does Pet Insurance Cover?

Pet insurance is one of the fastest-growing types of insurance in America. Both the policy types and the companies that offer them have been expanding in recent years, enabling more pet owners to get comprehensive, cost-effective coverage.

Not only does pet insurance help you cover the cost of increasingly expensive medical treatment for your pet, …

Leveraging The Public Service Loan Forgiveness Limited Waiver: New Rules, Deadlines, And Eligibility

Since 2007, the Public Service Loan Forgiveness (PSLF) Program has offered borrowers with Federal student loans the opportunity to have those loan balances canceled after making 120 qualifying monthly payments while working in public service. In practice, the program’s strict requirements for loan forgiveness have been confusing for borrowers and poorly administered by service providers, …

Using Asset-Map To Develop A (Gestalt) Visualization Of The Holistic Financial Plan

When preparing comprehensive financial plans, financial advisors must consider their clients’ entire financial situation, which consists of a variety of distinct components, ranging from investment account balances to diverse sources of cash flow to retirement goals and more. In isolation, each separate component might give a financial advisor only a certain limited perception about their …

Weekend Reading for Financial Planners (Oct 23-24)

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with Charles Schwab CEO Walt Bettinger’s comments at this week’s virtual Schwab IMPACT conference that direct indexing is a ‘freight train’ that is coming for the mutual fund and ETF industry and that advisors can survive and thrive by …