Paul R. Samuelson

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The 4% Rule: ‘Neat, Plausible And Wrong'

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The rule just doesn't jibe with the personal approach clients want.

The 4% Rule: ‘Neat, Plausible And Wrong'

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The rule fails to provide the personalized approach needed in retirement planning.

Build Better Client Relationships Through Philanthropy

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Advisors who deliver complete wealth and philanthropic solutions will find more high-net-worth clients.

Tax-Smart Wealth Transfer Tips For Clients In Late Old Age

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Older clients have different needs, which often include the need to help family members.

Meeting The Planning Needs Of Healthy, Happy Retirees

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Many people who are early in their retirement are eager to take advantage of their new freedoms.

Tax-Smart Wealth Transfer Tips For Clients In Late Old Age

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Older clients have different needs but can often help family members.

What To Tell Clients Rattled Over Social Security

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There are several ways to address clients' fears and steer your conversations down a productive path.

What To Tell Clients Rattled Over Social Security

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There are several ways to address clients' fears and steer your conversations down a productive path.

5 Ideas For Clients To Delay Social Security Until Age 70

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Social Security generously rewards those who delay until age 70.

High-Net-Worth Earners Are Winners With SECURE 2.0

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Advisors will have more latitude in helping HNW clients save money on taxes.

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