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Given the current real estate market, some owners are feeling more charitably inclined than they used to be. The thought crossing their minds is something along the lines of, Well, if I can't sell it, maybe I can donate it and get some benefit...
Roger Wohlner is a target date fund skeptic. A fee-only financial advisor for both retirement plans and individuals, Wohlner worries that target date funds — which invest in a mix of assets with the aim of reducing equity exposure as participants...
The aging of your clients is generally a good thing for them, especially when compared to the alternative.
But the older they grow, the more likely it is that they and their retirement accounts will be subject to required minimum distributions ...
What do you get when you splice together a life insurance policy and an immediate annuity?
A reversionary annuity. Yes, that's a mouthful, but it carries some of the advantages of each and is ideal for certain kinds of clients.
The niche insura...
It pays to be rich. You already knew that, but you might not appreciate that being rich helps students who are applying to college.
This reality isn't something that colleges and universities are proud of and they certainly don't publicize it. W...
