Search results for: Andy Panko

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Are IUL Insurance Policies Good Retirement Income Tools?

Our columnist has his doubts and will be paying more than $50,000 to test his skepticism. He hopes he is wrong.(By Andy Panko)

How Much Are Your Services Worth?

There’s value in financial advisory services; just don’t pretend it's measurable, says our columnist. (By Andy Panko)
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The Argument Against AUM Fees, Part 3

Advisor Andy Panko discusses other fee models that financial advisors should consider to provide the best service to clients.
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The Argument Against AUM Fees, Part 2

Financial advisors themselves lose out in a number of ways by using an AUM fee to charge clients, argues advisor Andy Panko.
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The Argument Against AUM Fees, No. 1

Advisor Andy Panko makes the case why financial advisors are doing disservices to clients when they charge fees based on assets under management.

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Career Changer: Military to Financial-Advisor Business Owner

I made this career transition; here’s what it takes and why firms should consider hiring retiring military and military spouses.

An Insider’s Primer on College Admissions

As a wealth advisor and college-planning advisor, I encourage you to share these tips with clients whose kids or grandkids are college-bound. (By Brian Safdari)

N.J. Is Changing Who Has to Pay the ‘Mansion Tax’

The new state budget also increases the tax, but not as much as the governor wanted.

How to Beat AI and Compete in the Modern World

Sara Grillo is a columnist for Rethinking65. Read more of her articles here. If you’re giving away your financial planning for free, you are missing...

Annuities Are for ‘Everyday Millionaires’ Too

Here’s how and why my dad and I discuss annuities with clients — even though these products often still get a bad rap.