(Bloomberg) -- For the past two years, a commission made up of 19 high-profile people from the academic, political, business, and investment worlds has been busy devising a bipartisan plan to strengthen the retirement security and personal...
For many people, the hardest part of determining how assets will be distributed after death is sifting through estate planning terminology and documentation. Help your clients get started on their estate plans by reviewing these three basic...
(Bloomberg) -- Sotheby’s was in a bind. The auction house had won several top consignments for its bellwether spring auction, including a Jean-Michel Basquiat that sold for $7.4 million four years ago, by guaranteeing the sellers...
Not any old quarter.
A rare quarter minted in 1970 recently sold for $35,000 on online auction site eBay, ABC News is reporting. The quarter was one of a batch made in 1970 that includes a faint misprint on the backside. The batch was printed ...
Your defined contribution (DC) plan clients have an investment policy statement (IPS), whether they realize it or not. Those with formal policies probably have a written document; others have an unwritten, and probably unrecognized, policy based...
(Bloomberg View) -- People have strong opinions about what constitutes affluence. Last week I ventured that U.S. households with six-figure incomes generally make the cut, given that they make up the top quarter of the income distribution. I...
How to avoid landing in hot water with the IRS
