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Schisms among parents, children and siblings are on the rise in the U.S. and must be factored into wills, powers of attorneys and other legal instruments.
July 25
American College of Financial Services -
Whether it's due to a health problem or a layoff, many Americans don't get to choose when they leave the workforce. Advisors can help them be ready.
July 19
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To pay for their kids' education, many Americans are postponing their golden years — or cracking open their 401(k)s.
July 14
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The oldest segment of the U.S. population is rapidly growing, creating both opportunities and challenges for financial advisors.
June 30
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The Financial Independence, Retire Early movement presents a unique challenge for advisors: Keep the dream alive, or throw cold water on it?
June 29
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The Senior Citizens League worries the increase won't be enough to keep up with rising prices for housing and healthcare.
June 14
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Gen X Americans stand to inherit $29.6 trillion by 2045. Only 12% think they'll see the money.
June 8
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Rollovers are difficult, complicated and prone to costly mistakes. In other words, they're a chance for wealth managers to shine.
June 2
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For the cohort also known as Gen Y, making sure their parents are happy and healthy is more important than receiving a generous bequest, a new Edward Jones study found.
May 30
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From paying for private school to worries about overfunding an account, here's how to help your clients get 529s right.
May 28
