See the latest roadmap on wealth planning strategies for charitable donations, insurance, charity and more.
For more wealth planning news subscribe to the free Estate Planner e-newsletter, delivered weekly. Join today.
The 2016 campaign is shaping into one of the most divisive elections in history, and a new study finds that one party has an advantage when it comes to planning for the future. According to Personal Capital’s 2016 Election Survey, Republicans...
Their economic policies have been unmasked. | Copyright Tomohiro Ohsumi, Getty Images
A Clinton presidency would most likely slow economic growth, while a Trump presidency would be a wild card, writes Scott Sumner, professor emeritus of econ...
Much of the conversation about the later years in life focuses on the “retirement crisis”; in fact, nearly 70 percent of working-age adults do not participate in an employer-sponsored plan, according to a 2015 study by the Schwartz Center for Eco...
With baby boomers and the silent generation making up an average 71 percent of an advisor’s client base, most clients are either in retirement or coming up on it. This means retirement planning support will be even more important to advisors.
...
Retirees will need to amass small fortunes to pay for their health care, with lifetime forecasts typically ranging from $150,000 to $400,000. Yet advisors say they’ve had substantive conversations about senior health and elder care with less than...
(Bloomberg) -- Donald Trump on Monday sought to cast Hillary Clinton’s economic program as an ineffective relic, and to reset his own presidential campaign after a string of missteps...