Given the wide range of available housing choices, it is important to think about and financially prepare for the housing option that is right for your clients and their families. Created by Legg Mason, this guide highlights key areas of discussion, including: level of care, finances, happiness/comfort, caregiving support, neighborhood considerations, social support, and security.
The key threats advisers are seeing right now seem to change daily. Michelle Thetford of Schwab Advisor Services explains how to protect yourself and your clients.
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Having just stepped into the role, this veteran of the firm now oversees $3.8 trillion in assets in more than 300 mutual funds and exchange-traded funds.
They seek to turn knowing more about clients into growing more revenue.
Longer lifespans and lower savings require creative income strategies.
Sean Spicer resigns as press secretary after Anthony Scaramucci is appointed communications director
Scaramucci is known as an ardent foe of the DOL fiduciary rule, having said during the campaign that Trump would repeal it .
Given the current interest-rate environment and other factors, advisers disagree about whether the number is too conservative or not conservative enough.