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Ten Estate Planning Topics Financial Advisors Should Discuss With Clients
Published on August 17, 2026
National Make-A-Will Month is a good time to bring up important issues.
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Other news
Caught in a Debt Trap
August 17, 2026
We are in a debt trap. Our political process can’t reduce spending and/or raise taxes enough to balance the budget, so the debt grows and grows. This has to end, and I think it will do so in the event I’ve called The Great Reset.
MAI Enters Atlanta Market With Acquisition Of Waypoint Wealth
August 17, 2026
Waypoint manages $490 million for affluent and ultra-high-net-worth households.