How Wealth Planners and Advisors address the needs of clients who have assets over $1MM.
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Major donations by the super wealthy are on the rise, optimistic clients make new year's resolutions and Betterment for Advisors partners with the FPA.
Donald Trump is building the wealthiest cabinet ever, equities exposure at a record high and employees are using stock purchase plans to boost their 401(k)s.
A charitable gift annuity can provide a surrogate for fixed income during retirement in an environment of low interest rates that may linger for decades.
