5 Things to Know About Valuing Annuities and Other Client Assets
Determining how much any given asset is worth, and when, may be complicated.
Estate Planning for Users of Assisted Reproductive Technology
Today, parentage can come in at least three different types.
3 Types of Designated Beneficiaries You Must Understand
The rules for spouses, unmarried partners and children are different.
Having Children Can Ruin Your Retirement
One obstacle is the $9,400-per-year "motherhood penalty."
Variable Annuities, Death Benefits and the Uninsurable Estate Owner
Any robot can sell an annuity. You can untangle knots.
Legal Arrangements Other than Marriage
Here's another look at how clients' household arrangements can affect planning strategies.
N.Y. Daily News Acquired by Tronc, Journalism's Would-Be Savior
The 'newspaper deal' involves a $100 million pension risk transfer.
Social Security Survivor Benefits: Don’t Just Survive, Maximize
The extra funds overlooked in survivor benefits can mean the difference between living in poverty and relative comfort for many clients.
3 Lessons Prince Left Agents and Advisors
The Rock and Roll Hall of Famer died a year ago, without a will.
For Estate Planning, Don’t Overlook Late Portability Elections
Fortunately, the IRS has provided relief for certain clients who have failed to make a timely portability election.