1100 13th Street, NW, Suite 750Washington, DC 20005202.887.6400Toll-free: 800.544.0155
All Contents © 2018The Kiplinger Washington Editors
See All Authors »
Partner, Chief Operating Officer,
PlanningCore Wealth Advisors LLC
Phone: 480.296.0280 | 800.817.9733
Robert Altshuler, JD, CLU, CHFC, is founding partner of PlanningCore Wealth Advisors, LLC. PlanningCore, a registered investment advisory firm headquartered in Phoenix, Arizona creates individualized investment and estate strategies to help clients navigate risk. PlanningCore clients have already achieved success and our highly credentialed professionals advise them to make smart decisions to protect their core wealth. Every client's financial journey is different, but PlanningCore's mission is always the same, to know and understand the destination.
Prior planning and communication with loved ones can protect value and lessen disputes among heirs.
See More From: Building Wealth
Consider naming a trust as your beneficiary, but watch out for tax issues and RMD complications.
Pro football players make a lot of money that has to last a lifetime. Here's what I'd tell them about sudden wealth.
I wanted to conquer my fear of heights. But I learned so much more.
The "orphan children" of the fund management industry, some CEFs are worth considering in a diversified portfolio.
Do turbulent markets have you on edge? Here’s a checklist to help you harness the process of sound financial planning.