Longer life spans and disappointing investment returns will help create a $400 trillion retirement-savings shortfall in about three decades, a figure more than five times the size of the global economy, according to a World Economic Forum report.

That includes a $224 tr...

When it comes to investing, building a balanced, diversified portfolio is of the utmost importance. You don’t want to find yourself over-exposed in one area - no investor wants to put all of their eggs in one basket, after all.

But getting the portfolio right at the beg...

May 22, 2017

As an artist, finances are probably the last thing you want to focus on in your practice. That’s why we spoke to two financial experts who have helped our awardees. Julian Schubach is a financial advisor with ODI Financial, which specializes in wealth management and es...

What most retirement savers want to know is if they're saving enough money. Actually, that's one of the easiest questions to answer because you can plug in your numbers into hundreds of online retirement calculators.

The harder questions have to do with financial wellne...

Given the numerous recent proposals for the limitation of charitable deductions, now may be a good time to stop and consider just how important state and federal taxation are to clients’ philanthropic decisions.

Every gift is comprised of five elements: (1) Who makes it...

One of our firm’s clients is a husband and wife named Bonnie and Clyde. Really, those are their actual names.

Bonnie and Clyde - or B&C, for short - are very generous people and recently came into the office to discuss charitable giving. Part of that conversation revolv...

One of the most common questions we get is how much someone should have saved for retirement at their age. That's a tough one to answer because we don't track employees' actual retirement balances, but GoBankingRates.com provided some insight by comparing its own surve...

Among affluent families, the disconnect between what their current wealth transfer planning does, and what they want their planning to do, is staggering. While 75 percent of wealthy parents say it’s important to leave an inheritance to the next generation, only 20 perc...

The election of Donald J. Trump to the presidency and Republican control of both houses of Congress make estate tax reform extremely probable in the next two years. However, given the new administration’s other proclaimed priorities, including the repeal of Obamacare,...

In January 2017, a proposal in the Illinois legislature that would limit how long retired professional athletes can access workers' compensation benefits ignited a firestorm on a little-talked about topic—the significant healthcare costs that professional athletes may...

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