Author: AdvisoryWorldAdmin

It’s not only the time that school starts and families across the country begin to shell out thousands for this semester’s tuition, but it’s a time where several 529 college savings plans are also giving …

Those that give to charity are often high net worth clients and their families that have put a lot of work into accumulating wealth. These clients largely use financial, tax, and legal advisors to assist …

Substantial wealth will be transferred over the coming years will benefiting a large percentage of modern day working-age households, but the future isn’t clear on how these inheritances will affect retirement savings. A recent study …

There are a lot of environments that are conducive for investment accounts to succeed by using a traditional asset allocation model. This includes a mix of international & domestic stocks and bonds. This portfolio allocation, …

An income boost from a raise or bonus can affect a couple’s charity giving differently—depending on which partner got the raise. A recent study shows that there are differences between the genders in their charity …

A new study has shown that defined contribution plans contribute about the same level of asset accumulation as traditional pension plans. Critics have long cited the shortfalls of 401(k) plans—inadequate savings, asset leakage from the …

Debt repayment is essential, there’s no denying that…but funding retirement should be a higher priority on your younger client’s financial goals list than loan repayment. There are plenty of ways financial advisors can assist clients …

A large portion of the nation’s wealthy are self-made—besting the competition and building their large fortunes. The average age of the nation’s billionaires are now 67, and they’re facing a new set of problems: How …

Gen X is well into their acquisition phase, and Gen Y is no longer composed of young children—over the next decade, they both stand to inherit large sums of money. Once this wealth is inherited …