Jerilyn Klein Bier

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New RIA Firms Climb By 59 Percent Since 2013, Schwab Says

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238 new RIA firms were formed last year with nearly $84 billion in AUM, according to Schwab.

Active Management Helps Fixed Income Do Its Job, Says Manager

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Western Asset Management manager Doug Hulsey explains why active fixed-income management can outperform passive.

Divorce Often A Legal Quagmire For Super Wealthy

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The very rich often find it is worth it to battle out a divorce in court rather than settle.

Don’t Let Divorce Decisions Jeopardize College Aid Eligibility

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Divorce introduces new variables and complexities into the student aid process.

Navigating College Through Divorce

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Children of divorced parents don’t have to go broke paying for college.

Retiring In Charlotte Is All About Location, Location, Location

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Charlotte, N.C., has been ranked one of the top metro areas for retirement.

Sorting Out 529 Plan College Savings In A Divorce

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Clients often forget it’s an asset, thinking it belongs to their child. It doesn’t.

Retire In Charleston? Staying Active Is Easy

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Housing prices are "going through the roof," but there's good medical care and lots to do.

Like Prince, Aretha Leaves Heirs Without A Will

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Aretha Franklin is among a long line of celebrities who died after skipping estate planning altogether.

Advisor Uses Simplicity To Ease Client Fears About Running Out Of Money

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His firm takes numerous steps to nip retirement fears in the bud.

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