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Stress. Disorganization. Illness. Is it any wonder that widowed clients who aren’t as educated about wealth management are susceptible to outside influence regarding their finances?
The price of college tuition is steadily rising; in fact, tuition has risen faster than inflation in recent years. But 529 plans can help families better save for their children’s education...
A financial advisor who seeks to manage the entire relationship and not just the investments will likely have a long lasting bond with both the client and their family members.
Annual charitable contributions topped $335.17 billion in 2013,1 with 98.4 percent of high-net-worth (HNW) households making charitable donations.2 Charitable giving accounted for 2 percent of the U.S. gross domestic product3 and is projected to...
While gift planners understandably prefer the charitable remainder trust’s (CRT) flexibility in the design of the commencement and duration of payments, the charitable gift annuity (CGA) can be surprisingly effective as well. The acceleration of ...