Financial planning

I hate mixed messages but it seems there is finally some good news on the employment front. According to the Department of Labor this morning, non-farm payroll employment added 244,000 jobs in April, with the private sector seeing job growth of 268,000. While that figure exceeded expectations, the unemployment rate rose to 9%. Some experts explained that increase to the people who weren’t looking for jobs now resuming their job-hunt. …

Adding a care manager to your estate planning team can benefit both you and your client.

Under the new tax law, married couples have a $10 million estate-tax exclusion-no planning necessary.

Motivating staff and building relationships lead to success

Retirement Planning Group advises on solutions for saving for the future.

The new gift-tax exemption of $5 million opens the door to lots of gifting strategies, ranging from simple to more complex.

March is Women’s History Month, which seems like the perfect time to highlight leading women who put their money behind women's causes. With 61% of wealth now in the hands of women, and the majority of the world’s poor being women, it makes sense that wealthy women are giving powerfully. Some of the women on our list are big names, while others are rising stars.

The financial turbulence of the last several years has left many professional athletes subject to losses from real estate, unprofitable business ventures and fraud schemes. From Hall of Famers to Super Bowl champions, here’s a look at ten current and former professional athletes and how they were personally affected by the financial turmoil of the past five years.

If your clients are considering long-term-care insurance, you might steer them clear of the following typical mistakes.

If your client and referral events seem a little stale, freshen them up with these creative ideas for activities, themes and locations.