Researchers are finding that aging is not what it used to be. As people get older, friendships, creativity, earning ability and satisfaction with life can flourish. Test your knowledge of new trends in aging.
Marriage confers big financial advantages to those who pursue wealth. Married couples have an edge when it comes to income, taxes, Social Security, inheritance, home ownership, dozens of other state and federal benefits, and even physical health. To better advise married couples, advisors should be informed.
The Notre Dame Tax and Estate Planning Institute takes place on October 27-28.Marty Shenkman, one of the conference's speakers, will be taking copious notes and will provide an overview of the Institute highlights....More
A traditional advisor/client relationship may exist in your practice today—you meet with your client, provide guidance, answer questions and plan for their future. But, what happens when your clients leave your office?...More
With health care, health insurance and pharmaceutical issuers representing approximately 10% of the high-yield index, our analysts are keeping a close eye on both regulations impacting the sector and the impending U.S. presidential election,...More
In this season of change, cut through interest-rate noise. Get past the chatter and learn how to potentially optimize clients' fixed-income portfolios for income, diversification, flexibility, and tax benefits....More