They help splitting spouses retain more wealth for themselves, their kids and their charities.
“A $500,000 nest egg could provide a comfortable lifestyle, but would need to be managed properly,” says this advisor.
This accountant and planner explains how his compensation structure works for him -- and his young clients.
Investors should be able to find solid returns in real estate if they scout it out carefully.
But for a lot of clients, it would take a lot more.
They are figuring out how to help clients hit hard by added tax burdens and retain those who are moving to lower-tax states.
Clients are more emotionally attached to stocks that haven’t gone public, which can create friction in planning.
Advisors are tweaking dividend-paying strategies as interest rates climb.
Don’t compromise performance or value when scaling back retirement-plan costs.
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