Insights

Most people prepare financially for retirement, but far fewer prepare for the life transition itself. You may have circled a date on the calendar, built[…]

Key Takeaways Women both live longer than men and tend to build up less wealth than men. Get involved with retirement planning decisions and strategies.[…]

Key Takeaways Donating a life insurance policy is one way to potentially increase the size of a charitable gift you make. You can name a[…]

Key Takeaways Entrepreneurial businesses are typically small, with fewer than 10 employees. Nearly one-fifth of entrepreneurs have a business valued between $1 million and $4.9[…]

Key Takeaways Taxes—and the potential for rising tax rates—are on the minds of many wealthy investors. Investors are also worried about how to best pass[…]

Key Takeaways An advisory team can potentially help enhance the success of a family-owned business and the family members themselves. Accountants and corporate lawyers tend[…]

Key Takeaways Fewer than 20% of investors overall have established a formal asset protection plan. It’s important to have an asset protection plan in place[…]

Key Takeaways Emotional intelligence and success are related. Highly emotionally intelligent people tend to be good at adapting to challenges and leading groups of people.[…]

Key Takeaways You can be both liked and respected by the people who are important to your success. Spend less time talking at people and[…]

Key Takeaways A succession plan should start with clarity about the desired future for the family business. A well-designed succession plan will aim to mitigate[…]

Key Takeaways Private placement life insurance (PPLI) can be used (by some) to pursue tax planning and estate planning goals. PPLI has been deemed appropriate[…]

Key Takeaways Tax-loss harvesting can help offset taxable capital gains and taxable income. For the strategy to work, certain rules—such as the wash sale rule—must[…]