Estate Planning

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'Time’ For Financial Planning

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Good financial planning isn’t about forecasts or projections. It’s about managing one’s finances amid uncertainty.

Estate And Gift Tax-Saving Opportunities: Part Two

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There are many estate-planning techniques that may be of great benefit to your clients.

Estate And Gift Tax-Saving Opportunities

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Help your clients demystify the estate-planning process.

Sidney Kess Honored By American Institute Of CPAs

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A CPA, educator and author, Sidney Kess received the Personal Financial Planning Distinguished Service Award.

Poor Spouses Need Prenups Too, Planner Says

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Clients with little wealth stand to suffer the most financially in a divorce, this advisor says.

Study: Most Parents Won't Sacrifice Financial Well-Being For Adult Children

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While parents expect to provide some financial support for their adult children, most say they won't sacrifice their own financial well-being to do so.

Wells Fargo Advisors Sued Over Charge Former Broker Stole From Sisters

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Wells Fargo Advisors is being sued for more than $500,000 over allegations that a former broker at the firm stole money from two elderly clients.

Doctor’s Orders

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An M.D./CFP steers clients and advisors through the intersection of wealth and health.

Winning The Next-Generation Assets

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Focus on wealth creators now if you want inheritors as clients later.

Making Clients Happy By Helping Them Find Happiness

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Compak Asset Management’s Live 360 program tries to teach clients the science of happiness and tracks their success to see if they are being fulfilled.

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