When advising clients who are considering the best ways to make significant charitable gifts, it can be helpful to begin with what I refer to as the “anatomy of a gift.”
Any advisor can pick investments that make money for clients over the long haul. Your challenge: Take that burgeoning wealth and guide your clients’ choices, so the money makes their lives better.
Most consumers don’t know that there are two primary regulators for financial advisors and that one of those bodies is not governmental, but a self-regulatory body.
I have been thinking about getting a long-term care insurance policy, but have found the monthly premiums to be very expensive. How can I find cheaper coverage?
When a financial adviser or insurance agent suggests you buy an annuity, is he looking to serve your best interests—or to collect an iPad and a trip to Aruba?