HNW clients plan vacations 10 years in advance, LSE issues ESG guide and Huey Lewis gives investing advice.

Is putting planning on hold really in the best interests of our clients?

A view from the audience at Heckerling: Possibility of federal estate tax repeal

What sets apart tax cheats who use offshore accounts from other felons is often the large checks they write in back taxes, fines and penalties.

Larry Fink isn't optimistic about the markets, there really is a shortage of financial advisors and retirement-age women handle post-divorce money matters better than men.

ETFs are left out of retirement accounts, employers can offer automated 529 plans, and a Trump appointee hints at raising the Social Security retirement age.

Encourage clients to create a "red file" to cover issues beyond traditional planning.