Your article was successfully shared with the contacts you provided. As your clients prepare for retirement something strange happens. They begin to divide their money into two “buckets.” First is the ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. While both those points are important and deserve exploration, there is another topic that ...

Helping clients move their wealth from one generation to the next can build loyal clients over multiple generations, says Scott Clemons, chief investment strategist at Brown Brothers Harriman Wealth ...

The dynamics of generational wealth transfer are evolving as financial advisors take part in a trend toward more inclusive discussions involving family members, according to research from Edward Jones ...

With the tremendous amount of wealth transferring into and out of the United States, more and more CPAs are encountering clients with international ties. Whether it is a U.S. citizen with ...

ST. LOUIS, March 20, 2024 – A majority of financial advisors surveyed (89%) report clients have a wealth transfer plan in place and many financial advisors say clients are engaging their families in ...

We’re conditioned to think of 65 as the tipping point into old age. Or at least we used to. Actuarial tables combined with the attitude that “70 is the new 50” mean that you can and should consider ...

Timeshare ownership is often marketed as a lifetime of stress-free vacations, but for many, the reality is quite different. Annual maintenance fees continue to rise, even if the owner no longer uses ...