Get Clients to Break Their ‘Money Silence’ or Lose Them
Kathleen Burns Kingsbury tells ThinkAdvisor about how advisors can significantly boost clients' financial literacy — and stop the next generation from firing them.
GAO: Overhaul Entire US Retirement System
Many Americans could suffer an insecure and undignified retirement if changes aren't made, the office says.
Estate Tax Repeal Imperiled as GOP Senator Says He Wants to Keep It
Susan Collins of Maine could be another Republican friend of the tax.
Wife Accused of Killing Husband Can Sue Insurer That Froze Life Insurance Proceeds
The wife alleged that the insurer had misled her about the status of the benefits.
6 Personality Traits of the Wealthy and Successful
Author and financial editor Jean Chatzky discusses what she found from researching 5,000 wealthy and successful people.
A Historical Defense of the All-American Estate Tax
One thing about it: Andrew Carnegie liked it.
GOP Touts Simpler Tax Filing as a Goal of Reform
Rep. Kevin Brady predicts 90% of filers will be able to fit their tax returns on a postcard.
Here’s How Financially Naive Millennial Parents Are
According to Personal Capital, 70% say they favor saving for their kid’s college education over saving for retirement, a strategy advisors usually oppose.
How to Get Medicaid for Nursing Home Care Without Going Broke
Even well-off people can easily go broke paying for nursing home care. But it doesn't have to be thus, Medicaid expert Gabriel Heiser tells ThinkAdvisor.
Sanders Calls for a 65% Top Estate Tax Rate
The provision, in an S. 1804 funding supplement, would affect couples with $1 billion or more in assets.