Where are all the Millionaires?
Have you ever wondered where all the Millionaires live in the US? Would you guess New York, Rhode Island, or California? Wrong! Sure these […]
Estate Tax – What’s that?
According to the Tax Policy Center, only 3,800 estates had to pay federal estate taxes in 2013. Gone are the days of 50-60% estate […]
You have how many advisors?
4 The wealthiest investors in the US have been turning to more than one person for financial advice for years. Researchers at Cerulli Associates […]
Girl Scout Cookies and Inflation
Having lived in a town that makes Girl Scout Cookies and one where the Girl Scouts were founded, I thought it appropriate while in […]
Top 3 Aging Related Challenges
According to Financial Advisor Magazine, the Top 3 aging related challenges are: clients having enough money in retirement, wealth transfer, and retirement plans – i.e., […]