When Family Offices Enable Dirty Money
Jahangir Hajiyev, former chairman of Azerbaijan’s largest bank, was recently convicted of siphoning a fortune from a bank in...
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Incontestability Provisions Stir the Pot
No parent wants to think that the estate they have worked so hard to leave behind will be anything other than a source of succor...
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The Price of Love: Retirees Paying for Aging Parents’ Healthcare
Our featured article comes from Fran O’Brien, president of North America personal risk services at Chubb. She considers an...
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Ways to Help Clients Facing Medical Challenges
When clients face medical issues, either personally or among members of their family, forward-thinking advisors will step up to...
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They Want to Be Alone: Stealthy Living for the Rich
Garbo’s immortal declaration is perhaps the most misquoted remark in the history of Old Hollywood. This turgid controversy may not...
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Wakeup Call for the Self-Employed: Save for Retirement Now
There’s an emerging trend among self-employed Americans of planning to work beyond retirement – for some, until the virtual tools...
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The Social Security Benefit Battle: Women Beating Men
In its new report on the future of retirement, the Urban Institute says women’s Social Security benefits are growing while men’s...
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Long-Term Care Costs: Don’t Expect Medicare to Help
Most people over 65 will at some point need help with daily living tasks, such as bathing, eating or dressing. Many will rely on...
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As If You Didn’t Know: Kick the Butt Habit, Save on Insurance
Bill Boersma has a few stories to tell about smoking and its effects on insurance premiums. We’re a pretty open-minded office – you...
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Is America’s Long-term Care Crisis Getting Worse?
Per the Bipartisan Policy Center, about half of all adults aged 65 today will require long-term assistance with daily activities...
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Answering Important Questions on Succession Planning
Today we hear from Louis Mosca, executive VP and CEO of American Management Services, Inc., where he’s worked since 1998. Versed in...
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Money Won’t Buy You Love – But It May Make You Happier Than You’d Think
Alas, poor money: desired with passion, yet disdained and unloved. Little comment is needed, so we’ll say only this: many an...
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Influencers Seek Wall Street Help to Manage Newfound Money
If you’re anything like me, you might find “influencers” annoying. Maybe it’s just jealousy, because they’re taking in the cash...
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The Advantages of Making Insurance Part of Your Retirement Plan
Most people see life insurance primarily as a way to protect a family from loss of income should a breadwinner die. That...
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What Everyone Should Know about Behavioral Finance
Behavioral finance is an important topic in any discussion about wealth management, as it combines psychology and economics to...
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The Stinking Rich Can Be Good for Everybody
Inequality between the very richest and the rest correlates with greater innovation. But we mustn’t let the top level become...
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