For couples planning to get married, a meeting with a financial professional is an increasingly important step along the way, advisers say.
It’s a “function of the fact that people are accumulating assets before marriage, getting married later in life, and seeing more and more people getting divorced,” says Lawrence D. Mandelker, a trusts and estates attorney with Seyfarth Shaw LLP in New York who has been referring more clients to financial advisers for these services.
Have questions? We can help! Contact us at 407-869-9800 or click here to send us your request.
The Social Security Administration (SSA) is transitioning to a new login platform to enhance security and…
It seems like every news cycle includes an article about how the Social Security trust…
Investing based on the outcome of an upcoming presidential election is a bit like deciding…
We are delighted to announce the latest addition to our team of 15 CFP® professionals…
If you or someone you know made a qualified charitable distribution (QCD) from your IRA…
Recent developments in the world of cryptocurrency have brought Bitcoin exchange-traded funds (ETFs) into the…
This website uses cookies.