6 Traits of People Passing Down Wealth in Next Decade
By Michael S. FischerHere's what to know about who's transferring wealth now, according to Altrata.
July 18, 2024
7 Insights on Advising Wealthy Clients in a DivorceHigh-net-worth divorcing couples often face asset division and estate planning complexities, lawyer Gus Dimopoulos says.
July 17, 2024
Bob Doll Checks in on His 10 Predictions for 2024Only three of the Crossmark CIO's calls for the year appear headed in the right direction.
July 17, 2024
12 Best Cities for First-Time Homebuyers: 2024WalletHub ranked 300 cities on affordability, quality of life and real estate market health.
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.