Wealth Planning http://wealthmanagement.com/taxonomy/term/6599/more en When Heirs Go Nuts http://wealthmanagement.com/high-net-worth/when-heirs-go-nuts <div class="field-deck"> What can we learn from Heather Cho's "nut rage"? </div> <div class="node-body article-body">The Korean Air "nut rage" incident demonstrates that the repercussions of nepotism can rear their heads in many forms</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/high-net-worth/when-heirs-go-nuts" target="_blank">read more</a></p> http://wealthmanagement.com/high-net-worth/when-heirs-go-nuts#comments High Net Worth Public Fri, 19 Dec 2014 20:07:00 +0000 736021 at http://wealthmanagement.com <p>Former Korean Air Lines Co. VP Heather Cho arrives at the Seoul western prosecutors&#39; office on December 17, 2014 in Seoul, South Korea.</p> Copyright Chung Sung-Jun, Getty Images Protection is as Important as Accumulation in Making Assets Last a Lifetime http://wealthmanagement.com/asset-protection/protection-important-accumulation-making-assets-last-lifetime <div class="field-byline"> David Stone </div> <div class="field-deck"> Clients do not want to lose what they spent years saving </div> <div class="node-body article-body">Clients do not want to lose what they spent years saving </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/asset-protection/protection-important-accumulation-making-assets-last-lifetime" target="_blank">read more</a></p> http://wealthmanagement.com/asset-protection/protection-important-accumulation-making-assets-last-lifetime#comments Asset Protection Retirement Planning Wealth Planning Fri, 19 Dec 2014 17:26:00 +0000 735981 at http://wealthmanagement.com maxuser/iStock/Thinkstock Budgeting Woes http://wealthmanagement.com/commentary/budgeting-woes <div class="field-deck"> REP. Readers Do It by the Numbers </div> <div class="node-body article-body">Is there a financial advisor who does not recommend that clients establish and maintain budgets? Yet surveys show that it’s not easy for clients to start new habits or break old ones. To encourage better budgeting, FAs need better statistics. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/commentary/budgeting-woes" target="_blank">read more</a></p> http://wealthmanagement.com/commentary/budgeting-woes#comments Commentary Wealth Planning Fri, 19 Dec 2014 17:17:00 +0000 731781 at http://wealthmanagement.com Ingram Publishing/Thinkstock Withdrawal Strategies For Early Retirees http://wealthmanagement.com/retirement-planning/withdrawal-strategies-early-retirees <div class="node-body article-body">Your clients need a method for making withdrawals if they want to retire before turning 59 1/2.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/withdrawal-strategies-early-retirees" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/withdrawal-strategies-early-retirees#comments Retirement Planning Fri, 19 Dec 2014 15:24:00 +0000 730091 at http://wealthmanagement.com The Daily Brief: What's Your Succession Plan? http://wealthmanagement.com/blog/daily-brief-whats-your-succession-plan <div class="node-body blog-body">The SEC is working on a rule that would require financial advisors to create transitions plans in case or retirement or a major disruption in their business. </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-whats-your-succession-plan" target="_blank">read more</a></p> http://wealthmanagement.com/blog/daily-brief-whats-your-succession-plan#comments Blogs Business Planning Strategies Succession Planning College Planning Retirement Planning The Daily Brief Thu, 18 Dec 2014 10:00:00 +0000 734161 at http://wealthmanagement.com <p><em>Wavebreakmedia Ltd/Wavebreak Media/Thinkstock</em></p> Structured Settlements http://wealthmanagement.com/insurance/structured-settlements <div class="node-body article-body">It’s not for the faint of heart, but if you can find a secondary annuity, otherwise known as a structured settlement, they often pay higher than a primary market annuity. But buyer beware.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/insurance/structured-settlements" target="_blank">read more</a></p> http://wealthmanagement.com/insurance/structured-settlements#comments Annuities Insurance Tue, 16 Dec 2014 10:30:00 +0000 730111 at http://wealthmanagement.com Digital Vision./Photodisc/Thinkstock Family Business and Divorce http://wealthmanagement.com/family-business/family-business-and-divorce <div class="field-deck"> What happens when mom and pop get a divorce but neither one wants to leave the shop? </div> <div class="node-body article-body">Attorney Bruce Provda offers advice for advisors on how to handle when mom and pop get a divorce but neither one wants to leave the shop.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/family-business/family-business-and-divorce" target="_blank">read more</a></p> http://wealthmanagement.com/family-business/family-business-and-divorce#comments Family Business Public Mon, 15 Dec 2014 14:43:00 +0000 731611 at http://wealthmanagement.com Marie Appert/Hemera/Thinkstock What To Do If You Have Not Saved Enough for College http://wealthmanagement.com/college-planning/what-do-if-you-have-not-saved-enough-college <div class="field-byline"> Reuters </div> <div class="node-body article-body">Soaring college costs and stagnant incomes mean many families will not be able to save enough to pay for a typical undergraduate education. But there are still ways to find a college degree you can afford.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/college-planning/what-do-if-you-have-not-saved-enough-college" target="_blank">read more</a></p> http://wealthmanagement.com/college-planning/what-do-if-you-have-not-saved-enough-college#comments College Planning Mon, 15 Dec 2014 13:30:00 +0000 731481 at http://wealthmanagement.com bayhayalet/iStock/Thinkstock When Paying Taxes on Retirement Accounts Makes Sense http://wealthmanagement.com/retirement-planning/when-paying-taxes-retirement-accounts-makes-sense <div class="node-body article-body">A mantra of financial planning is to defer taxes on investments for as long as possible. But some clients may be better off paying now.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/when-paying-taxes-retirement-accounts-makes-sense" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/when-paying-taxes-retirement-accounts-makes-sense#comments Estate Planning Retirement Planning Fri, 12 Dec 2014 14:04:00 +0000 730001 at http://wealthmanagement.com The Daily Brief: What Retirement Crisis? http://wealthmanagement.com/blog/daily-brief-what-retirement-crisis <div class="node-body blog-body">There is no retirement crisis in America, writes Ramesh Ponnuru, for Bloomberg View. Instead, it's all a matter of how you decide to interpret the data.</div> <div class="field-content-focus"> <span>Content Classification:&nbsp;</span> Curated </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-what-retirement-crisis" target="_blank">read more</a></p> http://wealthmanagement.com/blog/daily-brief-what-retirement-crisis#comments Blogs Marketing Retirement Planning The Daily Brief Fri, 12 Dec 2014 10:00:00 +0000 729241 at http://wealthmanagement.com