Pension Plans' Risky Flirtation With Private Equity
States have promised to pay pension benefits with a value of about $3 trillion.
5 Uses for Life Insurance That Most People Haven't Thought Of
For your clients and prospects, your bread and butter may be as mysterious as nuclear physics.
Planning for Longer Lives: Fading Capacity
A corollary to planning for higher income in retirement is planning for the time when one physically or mentally may not be able to manage one’s own care.
Gun Trusts? Yes, Gun Trusts.
The disposition of a firearm at death is not so simple.
Navigating the Maze of Variable Annuities
Tax Facts experts explain the nuts and bolts of the annuity world, like what is a variable deferred annuity and an indexed variable annuity.
The Death of Retail Is Not Because of Amazon
The aging of the U.S. population may be changing how Americans buy, and how cities tax.
5 Metrics to Help Advisors Master Online Commercial Real Estate Investing
The passing of the JOBS Act drastically changed the CRE investing environment, opening single-asset opportunities to the masses.
Who's Driving Fed Policy? Most Voting Seats Are Empty
One of the great shapers of the financial markets has administrative problems.
How Middle-Class America Got Fleeced of Its Wealth
The author looks at why households have less wealth than they expected to have.
Trusts for Difficult Situations
Just getting into advanced planning? Here's a look at how skilled practitioners can help families.