(Bloomberg) -- In December, a half-dozen of some of the richest families in the U.S., from agriculture to beverages, gathered in a conference room on the 10th floor of an office building in Miami...
Since leaving my law practice to join Gresham Partners, like many advisors, I am often asked for referrals to estate planning attorneys and for assistance in evaluating them. This is a fairly complicated request and there are many variables to...
In November of 2015, Congress passed a budget bill phasing out the Social Security claiming rules that previously allowed restricted applications and voluntary suspensions, known informally as the “file-and-suspend” option. In the past...
The Social Security Administration (SSA) recently took emergency steps to clear up a penalty levied against same-sex married couples as a result of the agency’s previous refusal to recognize their marriages...
The Department of Labor’s (DOL) “fiduciary rule,” likely to first take effect in June unless blocked by Congress or the courts, will deprive small savers of access to investment advice. For illustration, we can look to what...
Making personal financial management as easy as making a cup of coffee.
Morningstar launched a new personal financial management portal on Monday built around the ByAllAccounts data aggregation service Morningstar acquired in April 2014...
