High Income, Jumbo School Debt: Smart Options for Clients
Professionals like doctors and lawyers often face extra-high debt loads, special needs and an array of tough choices. Here are a few repayment strategies that your clients should consider.
More in Client
As an advisor, you're not necessarily obligated to vote proxies for client portfolios. But you must make sure your policy is articulated clearly. Here are a few things to keep in mind. more »
The overall retirement system in the U.S. works, but a few improvements are necessary as people need guidance on how to grow their savings, experts say; Plus, the steps retirees need to take in order to live comfortably and not outlive their money. more »
In a Financial Planning webinar last week, listeners got some great ideas from a all-star team of practice management experts: Commonwealth Financial's Joni Youngwirth, Fidelity Investments' David Canter and Christine Gaze of Purpose Consulting Group. more »
You can use a well-organized advisory board to get strategic advice from the people who are your most valuable assets. Here are a few suggestions for running a group. more »
Lessons learned by Laura Banasiewicz when she helped care for her aging father, as well as her husband's parents, gave her a deeper appreciation for issues her clients face. more »
Hemington Wealth Management's focus on high-earning professional women has helped the firm more than double its AUM in a year and a half. See what these clients really need from advisors. more »
More workers than ever are staying on the job well into their seventies, which will make the U.S. a "very different place" for the next 30 years; Plus, Why an empty nest can be hazardous to a client's retirement. more »
Household wealth in the U.S. increased from October through December by the most in a year as stock prices advanced to an all-time high at the end of 2014. more »
The U.S. has a record 10.1 million millionaire households, a Spectrem Group study shows. more »
Banks can "dot the i's" by focusing on investments and insurance for their customers. more »
Older clients will have a harder time grasping new ideas, but they also will be more certain and confident in their decisions. more »
The emerging affluent may end up with more assets than their older (and wealthier) counterparts. more »
Your affluent clients may think they can just write a check to cover college costs. They're probably wrong. Here are a few issues that parents (and grandparents) should consider. more »
Women & Wealth: The Invisible Opportunity
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