A focus on Social Security claiming strategies.

Some trends we may expect to see.

The federal estate tax is now expected to apply to only two out of every 1,000 Americans.

Learning to let go can be the most important lesson of all.

Six best practices to consider.

Discuss key points with clients and start taking action now.

Our society celebrates wealth in the abstract, but delights in judging the rich. A sociologist of affluence reveals five tips for overcoming the bias to build trust with wealthy prospects.

There’s an increased chance that these policies will die of neglect.

Help clients protect themselves and their loved ones.

Boston-based TwinFocus Capital Partners LLC serves clients with balance sheets totaling at least $100 million.