Five Ways to Pay for Long-Term Care without Going Broke
A recent study by the Social Science Research Network found that Americans over 65 are filing for bankruptcy at a record clip. From...
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Lifting the Veil on Underwriting
Our featured writer is trying hard to maintain his patience. Regrettably, he says, clients tend to fixate on trivialities and have...
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The Key to Unlocking Next Generation Money
In the world of private banking, younger clients are exhibiting very different behaviors from the wealthy parents. In addition to...
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Wanted: Innovative Solutions to Providing Long-Term Care
Let’s say you want to live forever: not on the Heavenly plain, but right here on messy, familiar Earth. If we could provide a pill...
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The Changing Face of America’s Wealthiest
The United States has more billionaires than ever – 53 more, to be exact – and they have about $125 billion between them. But a new...
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The Collecting Bug and Estate Planning: How to Pass on Your Treasures
It’s a tricky matter. Clients spend years collecting objects that please their eyes and comfort their souls. Valuable porcelain...
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Mere Mortals: The Limits of Longevity Gains
Americans are living longer and enjoying better health than in any period in our history. This trend is well understood by the...
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Effective Financial Planning Calls for Collaboration
We often speak about the relationship between financial advisors and their clients. In our featured article, we hear an expert...
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How to Save a Foundering Life Insurance Policy
If a client has a cash value life insurance policy, they probably feel pretty secure. Even if they run into financial trouble, they...
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Can the Alzheimer’s Biomarker Lead to ‘Insurance Discrimination’?
Biomarker tests are used by doctors to identify changes in the body that might not yet be apparent to the patient under scrutiny...
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How the Wealthy Can Benefit from Today’s Gift and Estate Tax Regime
How did Donald Trump get so darned rich? He’s been telling the tale for decades: by dint of intelligent application, hard work and...
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Four Ways to Use Life Insurance in Retirement Planning
Life insurance policies exist in a goodly number of flavors to provide coverage for myriad life needs. Some policies cover income...
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How Does the New Tax Law Impact Your Estate Plan?
We’ve been hearing about the Tax Cuts and Jobs Act of 2017 (TCJA) since last December, when it was signed into law. But how has the...
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Checklists for Talking to Clients about Charitable Giving
Wealthy clients are usually interested in giving money to charity. The reasons have been closely studied, and they include...
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Just a Little Longer: The Retirement Benefits of Working Six Extra Months
Many Americans are worried about retirement: what should be anticipated as a time of repose becomes a looming cause of anxiety...
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Year-End Steps to Help Clients with Retirement Planning
Financial advisors need to be wary this time of year, particularly when assisting clients who are deep into retirement planning...
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