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Archive :
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Failure to Improve Is Still Being Used Wrongly to Deny Medicare Coverage
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Medicare must cover skilled care and therapy when they are “necessary to maintain the patient’s current condition or prevent or slow further deterioration.”
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Using heuristics to problem solve
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How humans often form heuristics to make financial decisions, and how wealth managers can assist when projected investments go awry.
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The Ten Commandments of Money
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These are the rules to follow to keep your financial prospects in order.
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Facing Tough Financial Questions After Her Spouse Death
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An author’s grief is magnified because of what she and her husband failed to discuss
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7 Investing Truths That Are Not
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What sounds most right about stocks, bonds and mutual funds is often wrong.
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7 ways your brain makes you a terrible investor
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Behavioral biases that drive investor decisions
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IRS Finally Issues New Regs for Charitable Gift Appraisals
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An overview of the new requirements.
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Warning - Be careful when clients hire family caregivers
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Not many clients are willing to face their own mortality or the prospect of one day relying on family members or professional caregivers for help with grooming, hygiene and other basic everyday activities.
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4 elements define personal financial well
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Savings and income are part of financial well-being, but we learned that they’re not always the most important part.
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Women Are Taking the Philanthropic Reins
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Advisors who embrace this shift can deepen their relationships with entire client families.
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