Your Retiring Clients Have Accumulated Assets. What Do They Do Now?
By Jeannie Underwood-KotnerAs clients approach retirement, focusing on asset decumulation and the longevity of money is critical.
November 16, 2022
Does Your Client Need a Trust?Trusts can offer a level of flexibility that wills cannot, but is one right for your client?
November 09, 2022
Frailty Risk: The Retirement Reality Your Clients Don't Want to Talk AboutNobody wants to consider their own mortality, but it's critical for the advisor to delicately but firmly bring these issues to the fore.
November 07, 2022
What Advisors, Clients Should Know About Political DonationsDirect contributions aren't tax deductible, but there are ways to support candidates and causes with a tax break.
November 07, 2022
Life Insurance as an Investment: Is It Right for Your Clients?Whether life insurance is a logical investment option for your client will vary on an individual basis.
November 04, 2022
What CPAs Want Advisors to Know About Tax MitigationThe time is right for advisory professionals to find better ways to collaborate with their clients' CPAs.
November 02, 2022
What Separates the Best RIAs From the Rest: SchwabAverage RIA assets doubled in the past five years, but that growth isn't spread equally, Schwab's research shows.
October 17, 2022
IRA Cheat Sheet: How to Avoid RMD Penalties, Minimize Taxes Before Year-EndFailure to act by Dec. 31 can result in stiff penalties and missed opportunities for tax savings.