With several tax proposals gaining traction on Capitol Hill, these savvy strategies could provide timely protection for clients’ estate plans—for 2021 and beyond.
The FIRE (Financial Independence, Retire Early) movement has gained traction in recent years, but it’s not for everyone. Understanding the pros and cons of this aggressive strategy can help position you for discussions with your next-gen clients.
With the wealth market expanding, it’s wise to be familiar with investment and planning tools geared for high-net-worth investors.
When putting together your special needs planning toolkit, be sure to consider ABLE accounts.
High-net-worth individuals may be able to self-insure for long-term care, but that doesn't mean they should. Follow these five steps to help your clients make the best decision for their situation.
Women are living longer than men, yet many are unprepared to tackle the financial issues they suddenly face after a husband’s death. Advisors can help widows get their finances in focus by guiding them through some common planning challenges.