Most of the world’s retirees are doing well compared with those in Japan, where the retirement savings gap is 15 years for men and almost 20 years for women.
Financial planning is an essential component of estate planning. This checklist is designed to help clients interview and select a wealth advisor suitable for their needs.
Advisors are taking advantage of the one big tax break that hasn’t disappeared—deductions for charitable giving, according to a new survey by Fidelity Charitable.
