Warn Wealthy Clients Against Flimsy Asset Lists in Estate Plans
By Allison BellApril Rosenberry, a veteran estate planner, sees making a list of what the client owns as just a start.
September 18, 2023
Why CDC Mortality Numbers Matter to Your PracticeClients still need protection against illness and death.
September 08, 2023
T-Bills vs. Treasury Bonds: Which Should You Pick When the Yield Curve Inverts?Treasury bill returns are predictable with little risk, but longer-term bond returns are unpredictable and volatile.
September 06, 2023
Are You Asking Yourself the Right Questions?If you can answer your clients' questions, maybe you can also answer your own questions.
September 06, 2023
Court's Bitcoin ETF Ruling Isn't a Slam DunkWhile the court ruled for Grayscale, it didn't order the SEC to approve a spot bitcoin ETF.
August 29, 2023
As Medicare Premiums Whipsaw, Focus on the Big PictureClients face some health care expenses that get plenty of attention, along with some that don't.
August 28, 2023
How Estate Planning Can Help Families Coping With Addiction, Substance AbuseIt's not an easy topic to confront, and planning for it financially does not come with a straightforward playbook.
August 28, 2023
Medicare Belongs in Older Clients' Disaster PlanningThe "go bag" needs food, water, a flashlight and health coverage details.
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