Tag: Clients

Forgetting bills, shame around spending and avoiding finances due to overwhelm are all common experiences for clients with attention-deficit/hyperactivity disorder. ...

Maintaining proper documentation is unlikely to be at the top of many advisors’ favorite activities. Nonetheless, accurate and thorough documentation ...

As more U.S. couples rely on fertility procedures, financial advisors suggest keeping separate savings for procedures, to be prepared for ...

Health savings accounts cover a broad range of medical expenses, but the boundaries of what those tax-advantaged dollars can be ...

Nearly half of Americans are motivated by fear to make sure their financial affairs are in order. But rather than ...

Starting next year, advisors will have another charitable-giving and tax-planning tool to discuss with clients: the education freedom tax credit.Processing ...

As the great wealth transfer is set to pass a historic $124 trillion in assets by 2048 to younger investors, ...

As the health care system becomes an increasingly complicated landscape, wealth managers said negotiating medical expenses, building a plan for ...

Edward Jones has announced an investment in personal finance platform Quicken as part of an initiative it hopes will give ...

Sometimes clients hold assets away from their primary wealth managers because they don't feel enough trust to place all their ...