Trusts and Estates
Learn which trust is best for which clients, the tax benefits of different estate planning strategies and how to transfer wealth responsibly, as well as estate planning techniques that benefit families with special needs
Social Security Survivor Benefits: Don’t Just Survive, Maximize
By Robert Bloink, William H. ByrnesThe extra funds overlooked in survivor benefits can mean the difference between living in poverty and relative comfort for many clients.
July 17, 2017
Middle-Income Americans Desperately Need Financial Advice: Financial FinesseCynthia Meyer, a financial planner at Financial Finesse, tells ThinkAdvisor about profitable ways to serve investors who don't qualify as high-net-worth.
July 10, 2017
Bernard Health Expands Partnership With Financial Advisors: Portfolio ProductsAlso, MSRB launched a free, scenario-based course to educate advisors and investors about municipal bonds.
July 03, 2017
T. Rowe Price Launches Retirement Income 2020 Fund: Portfolio ProductsAlso, AssetMark adds a free tool for advisors to assess the value of their businesses, plus new ETFs from Goldman Sachs and U.S. Global.
June 28, 2017
Cold Calling Superstar Shares His SecretsFormer advisor Mike Brooks tells ThinkAdvisor how he went from cold calling underperformer to leading sales expert and script writer.
June 28, 2017
5 Possible Weird Senate Health Bill EffectsThe Better Care act could make the health risk hot potato roll in unexpected directions.
June 27, 2017
How Advisors Can Help Prevent Wealthy Families From Losing It AllIn his book, More Than Money, Michael Cole, president of Ascent Private Capital Management, tells how advisors can retain clients over generations.
June 13, 2017
Avoid These Mistakes When Working With WidowsThe most innocuous, well-meaning comment can grate on a newly minted widow or widower.