Perspectives

By Mark E. Caner, AEP, ChFC, CLU, CFP®
President, W&S Financial Group Distributors, Inc.

Income Benchmarks May Trigger Taxation on Up to 85% of a Benefit

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By Deborah A. Miner, J.D., CLU, ChFC
Assistant Vice President, Advanced Markets
W&S Financial Group Distributors, Inc.

Mistakes, Ranging from the Simple to the Complex, Can Be Costly; Here’s How to Avoid Them

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By Mark E. Caner, AEP, ChFC, CLU, CFP®

President, W&S Financial Group Distributors, Inc.

Circuses may be phasing out pachyderms, but financial professionals can’t dismiss the elephant frequently occupying their offices.

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Updated 03.29.17

CF-60-0000-1512