Latest
-
16 Retirement Mistakes You Will Regret Forever
retirement From saving too little to claiming Social Security too early, there are plenty of ways that current and future retirees can sabotage their golden years.
retirement -
A Good Estate Plan Requires Four Key Elements
An estate plan can be complex or simple, depending on your estate and your wishes, but every estate plan should accomplish the following basic goals.
-
Five Reasons Not to Give Your Child Power of Attorney
When drawing up powers of attorney, older parents will most likely name adult children as their representatives. But is that always the smart choice?
-
What the Great Wealth Transfer Means for Financial Advisers
Clients depend on their financial advisers to encourage them to tackle estate planning and guide them through complex strategies and potential family disputes.
-
Sophisticated Planning With Flexible Irrevocable Trusts
A flexible irrevocable trust can minimize taxes on capital gains, ordinary income, estate tax and property tax.
-
Your Family Money Values Matter: How to Get on the Same Page
How you grow up shapes you financially. That can make things tricky for couples and their kids, so follow these four steps to help establish your family values.
-
You've Saved for Retirement: Now You Need a Safe Income Plan
You can't control the markets, but you can control how you withdraw your money. A comprehensive distribution plan can do wonders to help your savings last.
-
The Four Key Pillars of Wealth Management of the Future
The role of the family office is evolving with the Great Wealth Transfer and tech advancements. This is how financial professionals can manage the shifts.
-
Wills Gone Wild: How to Avoid Estate Planning Disasters
These wills gone wild may be extreme examples of poor estate planning, but experts explain how easily a will can go to the dogs.
