7 Insights on Advising Wealthy Clients in a Divorce
By John ManganaroHigh-net-worth divorcing couples often face asset division and estate planning complexities, lawyer Gus Dimopoulos says.
July 17, 2024
12 States With the Biggest Federal Gift Tax BillsClients may have only a vague idea this federal tax exists, let alone how it works.
July 16, 2024
12 Words That Help Get Your Point AcrossSometimes one word is all it takes to shift a client's perspective.
July 12, 2024
10 Useful Phrases When Talking Financial PlanningDo you need to refocus your client on the long term? These ideas could bring a moment of clarity.
July 10, 2024
8 Big Retirement Planning Gaps, Despite Rising ConfidenceA new BlackRock survey finds both fast-rising optimism and unmet planning needs.
July 09, 2024
10 Best Restaurants in the World: 2024The culinary trends embraced by these eateries will impress even the wealthiest clients and prospects.
July 09, 2024
7 Ways Home Equity Can Shape Retirement PlanningHome equity is a valuable retirement asset that is often overlooked, Wade Pfau and Don Graves say.
July 08, 2024
11 Ways to Wow People With Simple GiftsTokens of appreciation do not need to be expensive. They simply need to be thoughtful.