Managing student loan debt is a major concern for many clients. Fortunately, there are effective programs that provide relief for borrowers.
Learn the ins and outs of intentionally defective grantor trusts, along with the advantages they offer for clients and their beneficiaries.
The SECURE Act spelled the end of the stretch IRA. Now what? Learn 7 strategies for helping clients navigate this change.
Could taking a closer look at gender lens investing reveal that investing in women is simply smart economics?
It's not too early to start year-end planning conversations with clients. Use this checklist as a guide to help make your discussions more productive.
Special needs trusts have numerous advantages that can help provide economic security for beneficiaries. Learn how to navigate the planning challenges.