Remarrying Can Wreck an Estate Plan. Here’s How Advisors Can Help Clients Prepare.
Second marriages can cause a mess with estate planning for children of the first marriages. One mistake is to leave assets to a trust for
Second marriages can cause a mess with estate planning for children of the first marriages. One mistake is to leave assets to a trust for
In this article on CNBC, I created a fun 10 question quiz to share how health can affect finances and how finances can affect health.
In this op-ed at CNBC I discuss the coronavirus pandemic and the stock market are both complex adaptive systems. Instead of trying to predict the
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What do you do if you try to bring up worries about aging with your parents and you are met with silence? In my latest
Most of us eventually have to face a spouse or family member’s health crisis or death. In this article, published at Financial Planning Magazine, I
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