November 2000

The Outsider

by Eva Marer

Financial advisor Percy Bolton is the objective stranger tycoons call to intervene in the high-stakes drama of family-business succession.

Making the Money Last

by William P. Bengen

Life expectancy may increase to 150 years in this century. Here‚s a retirement withdrawal plan for your "Methuselah" clients.

Surviving The Worst Case

by J. Michael Martin

Here‚s how new retirees can maintain withdrawals, even in a monstrous bear market.

Equal Isn't Always Fair


Experts say dividing an estate equally among beneficiaries may be inequitable.

It's Their Vision, Not Yours

by Richard B. Wagner

We should help clients determine their goals, not try to impose our own.