In Advisors’ Year-End Reviews, Don’t Skip These Key Points, ING Urges
Bob Kaplan, ING U.S.’s national retirement consultant, outlined for advisors the key points they should address with their plan sponsor clients in their year-end reviews.
The Benefit of Transferring Wealth by Year-End
The real value of making a large gift now—with gift- and estate-tax rates slated to rise on Jan. 1—is not simply getting millions out of a client's estate; it comes from getting the future growth of the wealth out of that estate.
Advisors vs. the Bag Lady Nightmare: 4 Women Talk Money With Terry Savage
Terry Savage, the author of “Savage Truth and Money,” is afraid of becoming poor someday. And she isn't alone: many women share her fear.