If your clients are considering liquidating their at-work retirement plans, here's what they should know about the costs and consequences, as well as some preferable alternatives.
The financial crisis has been cited as one of the reasons why Americans are so unready for retirement. But, let's face it. The retirement crisis began well before the lost decade supposedly upset the Baby Boom generation's grand retirement plans.
Family businesses are the backbone of the American economy. In fact, 90 percent of the approximately 15 million businesses in the United States are considered to be family businesses, representing more than 60 percent of the gross domestic product...
Keep your cash. Today's federal lending programs offer low rates and flexible repayment plans.
Calculating EFC, or expected family contribution, is essential to finding a college that's the best financial fit. You can help your clients.
Keep a keen eye on each state’s obligations for establishing and dissolving business entities
New York becomes the 47th state to adopt new uniform law for managing, investing and spending charitable endowments
In an effort to attract more financial advisors who have--or would like to have--ultra-high net worth clients, Fidelity Investments is offering them the same high-end services it offers to family offices.
Use this simple and unique solution to add flexibility in dealing with estate tax uncertainty
The already crowded field of wealth management firms who want to go national is getting more crowded, still.
