What if you could boost your clients’ retirement nest eggs by $42,885 guaranteed - and absolutely free? You’d do it of course, but not without asking first: “What’s the catch?”
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"Yale is not a charity," says Dylan Matthews of Vox | Peter Spiro/iStock/Thinkstock
Dylan Matthews at Vox.com asks if Yale is the most deserving "charity" to give Blackstone founder and billionaire Stephen Schwarzman a tax deduction, thanks to...
Conventional wisdom suggests the best retirement plans carry no debt. But advisors need to take a more sophisticated view and put a premium on debt-enhanced liquidity
Assume your client has been told that other family members may qualify for benefits based on his SS record. However, the amount of benefits will be subject to the MFB.
A recent sentencing reminds us of the need for these rules
Cut the red tape and keep the trust in the black
All images courtesy of Swann Auction Galleries
