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While retirement readiness among Americans has improved in general, Gen Xers are struggling with housing, college and medical costs, a survey finds.
January 31 -
In 90% of families, wealth disappears by the end of the third generation.
December 16UBS Global Wealth Management -
One tip for younger clients is to create multiple income streams that are subject to varying tax treatments.
December 13 -
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The triple-tax savings and investment vehicle is underutilized, but can help clients save for upcoming healthcare expenses.
November 11 -
The plans cannot be maximized if clients fail to find ways to minimize costs in retirement.
November 5 -
Although the elderly often lose the most from scams, younger clients are more likely to fall victim, according to a report.
October 29 -
Payouts from pensions and tax-deferred accounts are usually not taxed in states without a state income tax or with levies only on interest and dividends.
October 29 -
A successful financial plan is contingent on the success of the whole family, according to an expert.
October 24 -
“Building and adhering to a budget that accounts for these types of expenses will create long-term security in retirement,” a CFP says.
October 21