Estate Planning

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Well, Hello, Sequence Risk! Where've Ya Been?

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For the first time in a long time, advisors may soon have to help clients make painful retirement choices.

IRAs, Taxes And Inheritance: Planning Becomes A Family Affair

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Ask clients with excess IRA assets about where they want their money to go.

Why Advisors Don't See A Soft Landing

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Just because inflation may have peaked doesn't mean it's gone.

Alternatives To The 60/40 Portfolio

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The next 10 years are likely to be very different from the last 10 years.

What Would A Charity Do With A Quarter Horse?

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Donor-advised funds help philanthropists turn noncash assets into charitable donations.

6 Tech Trends For Philanthropists

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Keep these trends in mind if you want to help wealthy donors turbocharge their impact.

The Fed's Damage To The Housing Market May Last Years

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The central bank created major distortions in a market where many Americans have most of their wealth. Why?

Bear Markets Offer A Chance For Advisors To Grow, Consultants Say

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Down times are an opportunity for client acquisition and mergers and acquisitions, they say.

How To Navigate Taxes When Giving Or Loaning To Relatives, Friends

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Clients often forget the red tape when extending financial help to loved ones, advisors say.

Roth Conversions Get More Attractive As Market Slides

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One advisor says he saves clients up to a million dollars in lifetime taxes by timing conversions.

Estate Planning In This Particular Time Of Uncertainty

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Estate planning techniques and strategies that should be considered now.

Are Clients' Current Estate Plans Soundproof For The Future?

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Now is the time to review clients' estates to ensure their plans factor in unforeseen changes in regulations.

Why Widows Fire 70% Of Male Advisors

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Male advisors are getting a wake-up call, while the profession flounders in recruiting more female advisors.

The Great Resignation: Entrepreneurship And Estate Planning

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Financial advisors are uniquely positioned to work hand-in-hand with clients to align business goals with personal goals.

American Campus In Crisis

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The maligned “gap” year may be the antidote to financial problems.

The Affluent Want To Be More Generous

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It's an opportunity for advisors.

The Fed Does Not Deserve All The Inflation Blame

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The Fed certainly bears its share of responsibility, but other factors played a very large role.

Front-Row Retirement

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You can't always see the action of the play when you're in the audience.

T. Rowe, Schwab Say Times Call For Changing Investing Approaches

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Asset managers from Schwab and T. Rowe Price talked about the mood of investors and how it shapes portfolios.

N.J. Firm Spans Three Generations Of Advisors

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The Kelly Group in Florham Park, N.J., has been helping clients manage wealth for 40 years.

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