Wealth Think

Whether you are planning to sell your business to an outside party, thinking of implementing an internal succession plan to transfer ownership to the next generation, or considering the strategic acquisition of another wealth management firm, an understanding of the true drivers of valuation is critical.

With the new school year underway, clients are focusing on the best ways to use their 529 plan dollars. Don't let them make these mistakes.

For both Roth conversions and required minimum distribution purposes, be sure that the value placed on your investment is one that would pass IRS scrutiny.

Spousal benefits are the meat and potatoes of Social Security planning. Have you helped your clients maximize their situation?

Financial institutions need to tread lightly; it's very easy to miss the mark when offering loans and related services to women.

Here's how to help clients maximize both the charitable and tax benefits of any donation.

Advisors who add corporate services such as deferred compensation, executive benefit programs and defined contribution or benefit plans to their menu of services, serve business owners and executives better. They also differentiate themselves and boost revenue.

One of the most challenging things advisor Dave Grant faced when setting up his RIA was deciding on a CRM system.

At first, using social may take a bit longer as you get comfortable, but once you master the tool it will become second nature and will likely become your most powerful marketing and client engagement tool.

Congress decided that the program could use only one investment option, U.S. Treasury Securities which, last I checked, were still considered one of the safest, lowest-risk investments in the world.