It’s likely that you have or will have a client who, either by necessity or desire, wants to stop being an employee and start or buy her own business—often near retirement age. But before the client takes the leap, you can help them...
The good news and bad news about inherited individual retirement accounts
Progress in implementing changes has been uneven, mainly because not all states recognize same-sex marriage
Parents don’t want their children counting on future inheritances, while children don’t want to upset their parents by talking about their estate planning. The result? One in three parents haven't had detailed conversations with their adult child...
Go from the 'eat what you kill' mentality to building a business that generates lifelong income
