Tax Planning in the Season of Giving
The holiday season is a time for giving. And while helping others is its own reward, people can easily overlook charitable deductions and other incentives they’re entitled to during tax season. You can help your clients take advantage of these opportunities and avoid common mistakes. The 2022 tax year features rule changes from the 2021 tax year that affect how charitable tax deductions ...
How Climate Change Will Impact Retirement
There’s no doubt that changes in the climate can have immediate economic effects, from rising fuel and food prices to product availability and demand. The long-term effects of climate risk should also concern retirees and everyone working toward retirement. A Washington Post analysis of federal disaster declarations found that over 40% of Americans live in counties hit by climate disaste...
Student Loan Forgiveness Has More People Planning for Their Future
There is still a lot of uncertainty around the Biden administration’s student loan forgiveness program, but many Americans are already considering how it will affect their financial planning. As details emerge, borrowers are looking to understand more about their options to pay off additional debt, make major life changes and find additional investment opportunities. What Is Included in ...
Ebix Consulting Success Story: Annuity Order Entry Efficiency Audit Pays Dividends
Improving User Experience for Better Outcomes A carrier client needed to provide better user experiences for advisors selling its annuity products, while also reducing costs for maintaining those products. The company had to improve the user experience to make its products more attractive to sell. The carrier engaged Ebix Consulting to audit the way it represented annuity products and th...
