Wealth Planning http://wealthmanagement.com/taxonomy/term/6599/more en Retirement Planning: The View from Vanguard http://wealthmanagement.com/retirement-planning/retirement-planning-view-vanguard <div class="node-body article-body">Vanguard’s head of retirement research Steve Utkus weighs in on the changing world of retirement planning. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/retirement-planning-view-vanguard" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/retirement-planning-view-vanguard#comments Retirement Planning Fri, 28 Nov 2014 11:00:00 +0000 714641 at http://wealthmanagement.com <p>Steve Utkus, director of the Vanguard Center for Retirement Research</p> The Daily Brief: Talking Turkey http://wealthmanagement.com/blog/daily-brief-talking-turkey <div class="node-body blog-body">Thanksgiving means sitting down with friends and family, breaking bread…and inevitably arguing about current events, religion and politics.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/daily-brief">The Daily Brief</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/daily-brief-talking-turkey" target="_blank">read more</a></p> http://wealthmanagement.com/blog/daily-brief-talking-turkey#comments People Technology Blogs High Net Worth The Daily Brief Thu, 27 Nov 2014 10:00:00 +0000 717181 at http://wealthmanagement.com The Daily Brief: Suze Orman's Money Wars http://wealthmanagement.com/blog/daily-brief-suze-ormans-money-wars <div class="node-body blog-body">After 14 years and 621 episodes to date, CNBC announced that “The Suze Orman Show” will conclude on March 28, Variety is reporting. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/daily-brief">The Daily Brief</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/daily-brief-suze-ormans-money-wars" target="_blank">read more</a></p> http://wealthmanagement.com/blog/daily-brief-suze-ormans-money-wars#comments People Blogs High Net Worth The Daily Brief Wed, 26 Nov 2014 22:00:00 +0000 716111 at http://wealthmanagement.com Assessing the Job Market for Older Workers http://wealthmanagement.com/retirement-planning/assessing-job-market-older-workers <div class="node-body article-body">If you have clients struggling to meet retirement goals, working longer is an attractive way to change the math. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/assessing-job-market-older-workers" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/assessing-job-market-older-workers#comments Retirement Planning Wed, 26 Nov 2014 15:14:00 +0000 716991 at http://wealthmanagement.com Copyright Tim Boyle, Getty Images Five Ways to Maximize College Financial Aid http://wealthmanagement.com/college-planning/five-ways-maximize-college-financial-aid <div class="node-body gallery-body">Clients with college-bound kids may ask to move money around to up their chances for financial aid; it rarely works, and there are better ways to help. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/college-planning/five-ways-maximize-college-financial-aid" target="_blank">read more</a></p> http://wealthmanagement.com/college-planning/five-ways-maximize-college-financial-aid#comments College Planning Wed, 26 Nov 2014 10:08:00 +0000 714811 at http://wealthmanagement.com Meet our Investments Committee http://wealthmanagement.com/investment/meet-our-investments-committee <div class="node-body gallery-body">An introduction to Trusts & Estates' Investment Committee.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/investment/meet-our-investments-committee" target="_blank">read more</a></p> http://wealthmanagement.com/investment/meet-our-investments-committee#comments Estate Planning Investment Tue, 25 Nov 2014 18:20:00 +0000 716031 at http://wealthmanagement.com Implementing New Israeli Trust Tax http://wealthmanagement.com/estate-planning/implementing-new-israeli-trust-tax <div class="field-deck"> A case study helps determine a plan of action for clients </div> <div class="node-body article-body">To accompany Fox Rothschild’s legal discussion of the new Israeli tax on U.S. trusts with Israeli beneficiaries, Bernstein Global Wealth Management prepared the following hypothetical case study.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/estate-planning/implementing-new-israeli-trust-tax" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/implementing-new-israeli-trust-tax#comments Taxes Estate Planning Public Tue, 25 Nov 2014 16:27:00 +0000 715981 at http://wealthmanagement.com Copyright Spencer Platt, Getty Images Israeli Beneficiaries Subject to New Tax http://wealthmanagement.com/estate-planning/israeli-beneficiaries-subject-new-tax <div class="field-deck"> Trust settlors face an array of decisions, some with deadlines as early as year-end </div> <div class="node-body article-body">For the first time, U.S. (and other) foreign trusts with Israeli beneficiaries will be liable for a substantial income tax. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/estate-planning/israeli-beneficiaries-subject-new-tax" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/israeli-beneficiaries-subject-new-tax#comments Taxes Estate Planning Public Tue, 25 Nov 2014 16:20:00 +0000 715971 at http://wealthmanagement.com Copyright Andrew Burton, Getty Images Seven Tips for Managing Your Digital Estate http://wealthmanagement.com/estate-planning/seven-tips-managing-your-digital-estate <div class="field-byline"> Randy Siller </div> <div class="node-body gallery-body">Given how much critical information is stored on electronic devices, financial advisors need to provide guidance to help clients manage the digital part of their wealth protection strategy. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/estate-planning/seven-tips-managing-your-digital-estate" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/seven-tips-managing-your-digital-estate#comments Estate Planning Wealth Planning Tue, 25 Nov 2014 14:59:00 +0000 715801 at http://wealthmanagement.com The Daily Brief: The Cost of Thanksgiving http://wealthmanagement.com/blog/daily-brief-cost-thanksgiving <div class="node-body blog-body">It's costing us a little bit more for that turkey feast with all the fixins' this year, according to the American Farm Bureau Federation.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/daily-brief">The Daily Brief</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/daily-brief-cost-thanksgiving" target="_blank">read more</a></p> http://wealthmanagement.com/blog/daily-brief-cost-thanksgiving#comments Industry Blogs Wealth Planning The Daily Brief Tue, 25 Nov 2014 10:00:00 +0000 714861 at http://wealthmanagement.com <p><em>bhofack2/iStock/Thinkstock</em></p>