Help Your Clients With This 'Embarrassing' Task Before They Get Married

Published on December 31, 2024

Talking about money isn't romantic, but not doing so can sink a marriage, Ekaterina Klimentova of Cerity warns.

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Social Security Has Faced Peril Before. What Can We Learn?

December 31, 2024
Lawmakers steered the fund away from insolvency in the 1980s by increasing revenues and raising the retirement age.      Related StoriesTreasurys See Hoped-For Rally Fizzle in Another Lagging YearBank Bull Run Seen Thundering OnwardWhen Advisors Leave, Retirement Account Drama May Begin

Estate Planners Look for Way Out of Connelly Chains

December 31, 2024
A lawyer says the obvious alternatives to Crown C Supply's arrangement are fine — for a family that never changes.      Related StoriesThe Keys to Finding Financial Harmony6 Ways to Talk About Estate Planning Over the HolidaysDeath and Retirement Tax Changes Could Add $723B in Revenue Over 10 Years: CBO