Spouses Who Plan Together Are Best Prepared to Retire: Behavioral Study
New behavioral research predicts that discussion between pre-retirement spouses can lead to more success and less stress when they leave the work force.
Hybrid Firms: What Are You Getting for Your Pay Cut?
"We’re willing to be in the trenches with our advisors," says Stratos CEO Jeffrey Concepcion, who recently helped an advisor win a $35 million account ...
Post-DOMA’s Demise, Prepping Your Practice to Meet the Needs of Same-Sex Couples
In part two of our series, assessing the unique advice needs of these couples and presenting the best tax, estate and retirement planning strategies.
Have a Strange Gift for a DAF? Fidelity's Interested
Traditionally it was highly appreciated company stock; now, it might be a grain elevator.
How Bad Was Financial Crisis? $30 Trillion Lost Bad: Dallas Fed
The cost of the crisis may top the value of one year of the country’s economic output when hard-to-measure factors are included, according to an economist with the Federal Reserve Bank of Dallas.
The Clock Is Ticking on GRATs
The current low interest rate environment may present a problem for many planning scenarios, but a grantor retained annuity trust can actually thrive in such an environment, at least for now.
10 Wealth Planning Tips for a Post-DOMA World: Aspiriant
Aspiriant LLC has provided this checklist to help the RIA's 40-plus advisors nationwide re-set the clock with clients whose lives will change as a result of DOMA’s repeal.
Implications for Clients of the Threat to Stretch IRAs
As the Obama administration’s tax-raising focus has shifted to proposals that would eliminate the stretch IRA, here are a few simple estate planning steps that clients can take to minimize the fallout.
Schwab, Fidelity Donor-Advised Funds Report Strong Results
Donors are taking advantage of higher market performance to give appreciated assets to charitable funds.
FASB Proposal on Life Insurance Accounting: Are Higher Premiums Next?
An FASB proposal prompts many in the industry to wonder if today’s permanent life insurance premiums are as cheap as they will ever be.