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.
A good financial plan revolves around a single number: The date when your client plans to retire. But the number isn’t set in stone. Almost half of current retirees say they quit work earlier than planned, the result of job loss or health...
Last night the Senate Finance Committee officially named Sen. Ron Wyden (D-Ore.) as its new chair, replacing Max Baucus, who was appointed ambassador to China. And while there hasn’t been comprehensive tax reform legislation since 1986...
The opening ceremonies for the XXII Olympic Winter Games kicked off Feb. 7. By all reports, the Sochi Games will be the be most expensive in the history of the international sporting event, at an estimated $51 billion, while work on many of the...
Sometimes, you just don’t need that house anymore. There are at least three ways to dispose of it to clear the land: (1) bulldoze it, and pay the fee to send it to the landfill, (2) donate it to the local fire department to use for practice...