Financial Planning

Using tech to help clients through divorce: Show Me Your Stack

Welcome to "Show Me Your Stack," a series from Financial Planning in which we interview those who deliver financial advice to learn what tools they rely on to make it happen. Rising client ...
Financial Planning

Looking at outside tools for held-away asset management: Show Me Your Stack

Welcome to "Show Me Your Stack," a series from Financial Planning in which we interview those who deliver financial advice to learn what tools they rely on to make it happen. Rising client ...
Hosted on MSN

6 Things To Do With Your Assets If You’re Not Leaving Them to an Heir

While just getting to retirement is an accomplishment in itself, you might be wondering what to do if you have money and assets leftover toward the end of your life. While many retirees wish to give ...
Kiplinger

Where There's a Will, There's a Way Your Assets Will Be Distributed as You Wish

Life rarely stays the same, and neither should your estate plan. Major life events often require changes to your estate planning documents. We often tell clients to remember the five D's: dependents, ...