You’ve met your client Jeremy’s son, Tristan. Jeremy is very proud of his family and you also know that some of his fondest moments are of all the time he spends hiking, camping and skiing with [...]
When meeting with financial advisors, we’re consistently hearing concerns that retirees may feel challenged to generate sufficient income to meet everyday expenses in this low-interest-rate [...]
The 503-page Tax Cut and Reform Bill will have sweeping implications to both individual and business taxpayers beginning in 2018.
With only a few weeks left in the year, feelings of good cheer and goodwill often spur last-minute charity donations, with the potential benefit of reducing your clients’ tax liability in the [...]
To better understand what aspects of financial wealth people value the most, three university professors surveyed 585 customers of a large UK bank. These customers were asked a series of [...]
In the aftermath of the slew of hurricanes ravaging the North American coasts, many have suffered major losses and may not know how to pay for the damages. One way to help clients during this [...]