Vol. 5 Iss. 11 - November 2013 - www.cannonfinancial.com
Planning Ideas - When to Take Social Security
An important question for many clients is when to begin taking Social Security. The answer will vary depending on each client’s situation. Advisors should know these guidelines.
Practice Management - Being Fully Present
Great sales people and great leadership coaches have one thing in common: they know how to be fully present in the moment despite our busy and perpetually distracting world.
Regulation & Compliance - Second Circuit Interprets SEC Rule 10b-16 and Disclosure of Margin Policies
The Second Circuit has reviewed a broker-dealer's disclosure obligations to their customers regarding margin maintenance requirements for margin accounts.
Taxes - Income Taxation of Estates and Trusts
Estates and trusts experienced an increase in the top rate this year. What is troubling is how little taxable income is required in order to hit the top rate.