Here’s how advisor Howard Lutz helped siblings and their parents resolve their differences.
Clients with special-needs children can use some extra guidance from you on college saving.
The cash value of permanent life insurance contracts is unlikely to sabotage financial aid awards.
Financial aid, cash flow and return on investment should be part of college conversations.
Clients want to make a bigger difference with their money on causes that matter to them, she says.
Barnum Financial Group is the third MassMutual-affiliated firm to create a stand-alone facility catering to millennials.
Philanthropic millennials could use more advice and perhaps a donor-advised fund.
The tale of this advisor shows that wealthy clients aren't immune to financial problems.
Advisors should be aware of sectors with high water dependencies or water risks.
Trust transfers helped reduce the future tax burden on the business owner's kids.
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