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'Wait A While' Trust
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The “Wait a While” trust is called a charitable lead annuity trust.
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Morgan Stanley To Pay $2.6 Billion Mortgage Settlement
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Morgan Stanley said it will pay $2.6 billion to the U.S. government to resolve potential claims stemming from the sale of mortgage bonds before the financial crisis, reducing its 2014 profit by more than half.
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Genworth Financial struggling under the weight of long-term care costs
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Insurance giant stung by cost of elder care, longer life spans of retirees and persistently low interest rates.
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Americans Aren't Saving Enough for Retirement, but One Change Could Help
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Here is something every non-rich American family should know: The odds are that you will run out of money in retirement.
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7 Social Security Mistakes to Avoid
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Most clients get lost trying to navigate Social Security on their own.
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Your worst money habit might not be that bad
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Everyone has bad habits. Maybe you interrupt people when they talk, let your dirty gym clothes pile up on the floor, or misuse the word “literally.”
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Who Should Buy Long-Term Care Insurance
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There are two key factors – your financial situation and health history – to consider when deciding whether to buy long-term care (LTC) insurance.
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When underperforming the S&P 500 is a good thing
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As financial advisers roll through annual client reviews, many will face the task of having to explain how their portfolio strategies so badly lagged the 13.7% gain by the S&P 500 Index last year.
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The Top 10 Social Security Questions
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The complexities of Social Security’s more than 2,800 rules continue to baffle financial advisers as they strive to create secure retirement income plans for their clients.
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SFR23_3e
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A Monthly Report Of Successful Fundraising Ideas, Strategies And Management Issues
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