Deferring: This is about pushing a tax bill to a future year. Suppose you owe $1,000 in taxes and can defer this for 10 years ...

The $1-trillion-plus wealth transfer is already underway; advisors can provide great value to clients and retain the next ...

I often work with people in many different age groups who have suddenly become wealthy as the result of a windfall inheritance. While there is a need to develop a comprehensive financial plan, it’s ...