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News
5 Critical Questions to Ask a Financial Adviser About an Inherited Stock Portfolio
2+ day, 19+ hour ago (1231+ words) Inheriting a stock portfolio comes with big decisions. Before making any sudden moves, ask yourself and your adviser these questions to protect your wealth. An inherited stock portfolio can change your life, but it often arrives at precisely the moment…...
How Real Families Are Handling The Great Wealth Transfer
3+ day, 19+ hour ago (369+ words) Kiplinger is exploring the Trillion Dollar Talk. Join us to see what we've found and how we can help you. To gather insight into how families are handling this historic shift, Kiplinger commissioned an exclusive survey, conducted by research firm…...
We Asked 5,000 Americans About Inheritance and the Great Wealth Transfer. Here's What We Learned
3+ day, 20+ hour ago (675+ words) Your guide to planning and enjoying a financially secure and richly rewarding retirement, sent three times a week. Our exclusive national survey on inheritance reveals how adult children and parents are — and are not — working together to make the most…...
Which Type of Power of Attorney Is Right for You?
4+ day, 2+ hour ago (1018+ words) Your guide to planning and enjoying a financially secure and richly rewarding retirement, sent three times a week. In its most basic form, a power of attorney, or POA, is a legal document that gives another person the authority to…...
Trillions of Dollars Will Be Passed Down in the Next 20 Years and Many Families Are Totally Unprepared: What to Know and What to Do
4+ day, 9+ hour ago (1747+ words) Your guide to planning and enjoying a financially secure and richly rewarding retirement, sent three times a week. Passing down the wealth you've built over a lifetime, with wisdom and grace, is good. Passing on your values along with the…...
Is Your Family Office Eroding Your Wealth? Time to Start Measuring Returns
3+ week, 1+ day ago (1047+ words) Your guide to planning and enjoying a financially secure and richly rewarding retirement, sent three times a week. Building a fortune is one thing, managing it successfully through a family office is another. Serial entrepreneur, investor and philanthropist Michael W. Sonnenfeldt…...