Special needs children face unique challenges as they transition into adulthood, attempt to gain functional independence, seek to become productive members of society and, eventually, have to face these challenges without their parents.
As 2012 drew to a close, wealth management professionals were inundated with business from families waiting until the last minute to take advantage of the estate-planning opportunity of a lifetime. But now that the dust has settled, and we’re well into 2013, are you still just as busy or has the momentum fizzled?
In this 3rd and final session of our Social Security webinar series, we will cover the under-served markets for divorced and survivor benefits, where there are special benefits that so many people miss out on....More
Rising Federal tax bills are prompting many Florida investors to take a new look at adding tax-free income from municipal bonds to their portfolios–but low interest rates and headlines about credit risks from issuers like Detroit and Puerto Rico mean advisors need to be more careful about their recommendations in this once-sleep market....More
These articles from the Investments & Wealth Monitor focus on what’s ahead for the new normal, investment management in the new normal, and a forward-looking approach to international equity risk allocation....More