From the May 2007 issue of Investment Advisor • Subscribe!

Beyond Investing

Affluent clients have a variety of concerns beyond pure investing that they want their advisors to address. Prince & Associates discovered in their surveys of the wealthy that they tended to worry about:

Reducing taxes

Providing for heirs

Creating secure retirement income

Losing wealth

Giving to charity

Paying for children's or grandchildren's education

Being sued

Losing a job

Reprints Discuss this story
We welcome your thoughts. Please allow time for your contribution to be approved and posted. Thank you.

Most Recent Videos

Video Library ››