Managing the Risks of HNW Clients’ Global Travels
When wealthy people take a trip abroad, their jewelry, designer clothing, artwork, nannies and even their automobiles travel along.
Top 15 Most Expensive States for Long-Term Care: 2015
Paying for health care is a top boomer retirement worry — and in these states, it’s easy to see why.
What Retirees Will Pay for Health Care, in 5 Charts
A couple retiring in 10 years at age 65 will spend about 90% of their lifetime Social Security benefits on health care, HealthView Services warns.
Gates, Pritzkers Take on Musk in $5 Billion Race for New Battery
Gates is backing MIT’s Donald Sadoway, who says he’s perfected the chemistry for a 10-ton liquid metal battery.
10 Best & Worst States for Low-Income Taxpayers
State and local taxes are surprisingly regressive in some states, the Institute on Taxation & Economic Policy and WalletHub report.
Renting Your Home on Airbnb? Don't Forget Lodging Tax
“When you’re short-term renting a property anywhere in the U.S., you’re essentially operating as a hotel,” Rob Stephens of HotSpot Tax warns.
New Hire Roundup: Blundell Joins Northern Trust’s International Wealth Advisory Group
Meanwhile, Rick Golod is now chief global strategist at Behringer, and Marie Swift has joined the Wealthminder advisory board.
Late-Night Social Security Votes Have Major Political Ramifications
Three recent Senate votes related to Social Security benefits may hold clues to how candidates will line up on the issue in the presidential campaigns.
10 Worst States for Retirement: 2015
Weather, crime and taxes make some places less desirable than others.
Scary Retirement Study: Health Care Will Eat Up Social Security Benefits
HealthView’s annual report says couples who are 55 will need to start stashing $1,200 a month just for health care.