Welcome to “The Lighter Side”—our attempt to bring some levity to this month. “April” often elicits a feeling of dread, knowing that we need to get our finances in order and paperwork assembled to comply with the...
Back in 2013, the Department of Labor issued guidelines for retirement plan fiduciaries around implementing customized target-date funds, as opposed to the off-the-shelf variety...
As the recent case of Estate of Jack Willard Williams1 demonstrates, the Internal Revenue Service continues to monitor partnerships aggressively and carefully. Failure to structure partnerships correctly and administer them consistently with the...
When it comes to buying a business aircraft, cash remains king. With interest rates still low, cash is not earning much sitting in checking or savings accounts...
(Bloomberg) -- Seventeen percent of Americans over the age of 65, or 6.8 million people, have been taken advantage of financially through high fees, inappropriate investments or outright fraud, according to a new survey...
