Historical Articles

CPA Wealth Provider

One estate planning attorney's lesson in retirement/wealth placement.

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Dalbar Study

DALBAR, Inc. is the financial community's leading independent expert for evaluating, auditing and rating business practices, customer performance, product quality and service.

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The Right Insurance

Standard and Poor's says buying a whole life policy could be one way to get your financial house in order.

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Safety in Numbers

An interesting Forbes article about safety in numbers. Worried about insurers? Find out how to pick a highly rated one in this article.

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Long-term care

Ask someone why he or she bought a long-term care insurance policy and you will probably hear a story about family. Often a sad one.

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Inoculating Estates

Should you give away your nest egg to your heirs - and then stick Medicaid with your nursing-home tab when the time comes?

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Mutual Respect

The sharpshooters at publicly owned insurers used to scoff at their stodgy competitors, the mutual insurers. Not anymore.