A list of end-of-year to-dos for retirees, Artnet calls 2016 "The Year of the Fake" and Charles Schwab forecasts a record-setting 2017.
Picking a low-cost school isn't the only way.
Careful planning can help clients minimize the cost of using these funds of last resort.
The recent challenges raised with respect to governance at all levels may not be resolved for a long time, if at all.
If clients are motivated to leave the U.S., attractive new destinations await them.