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Feb 08, 2017
As life expectancies rise, your clients are choosing many different ways of spending their retirement years. Some will work past the traditional retirement age or take on part-time work in retirement. Others will spend more time pursuing hobbies...
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Jan 25, 2017
Here's how to help your clients develop a financial strategy for retirement
Ivanka Trump’s apartment, which stars in many of her 2,781 Instagram posts, seems to telegraph contemporary good taste.
Just as we plan for college, buying a home or retirement, we must plan for our family's and our own aging and long-term needs.
Highlights of major new developments from what was an eventful year in the estate planning arena.
Two controversial sets of proposed regs and a startling election victory may impact tax policy and laws.