Jonathan I. Shenkman

Women are entering into marriage with more assets and greater earnings potential than ever before.

Planning challenges and strategies for female clients.

Investors may find themselves doing nothing due to being overwhelmed by too many choices, paperwork, fear of making a poor decision or just being too comfortable with the status quo.

A short list of areas that deserve far more attention when making financial planning decisions.

Contrary to popular belief, there is no such thing as the perfect IPS.

Consider tax issues when advising immigrant clients.

Tax-planning issues to consider when advising immigrant clients.

Practitioners face some legal and financial planning challenges when advising immigrant clients.