There’s an old rule of thumb that suggests you’ll spend 20 percent to 30 percent less money after you retire. However, recent research shows that baby boomers are actively maintaining or even increasing their spending, especially early in retirem...
Aging and disease create unique challenges
Estate planners have long focused on minimizing their clients’ taxes, and that’s been a laudable objective. However, given the high federal estate tax applicable exclusion amount and portability, estate tax planning has become largely...
Four critical concerns to discuss with clients
A legendary voice silenced
An effective tool for strategic planning and corporate governance
Professional athletes may act like they’ve got millions to throw around, but many don’t...
She refused to be grounded
