India’s financial planners want investors to look beyond returns
A household replaced four endowment policies with a ₹1 crore term plan, closed a 12% overdraft and kept…
Inherited IRA taxes: 10-year rule and strategies
Vladimir Vladimirov | E+ | Getty Images An inherited individual retirement account can be a sizable windfall for…
‘Making Cents’: Top 5 financial musts for parents
SACRAMENTO, Calif. — Have kids? If so, there are five things every parent needs to add to their…
Sharon Osbourne files to remove accountant as executor to Ozzy’s estate
Sharon Osbourne filed to remove Colin Newman, her late husband Ozzy Osbourne’s long-term accountant, as an executor of…
Wealth transfer timing: why waiting is the costliest mistake families make
Sarah Salomon, head of family advisory and philanthropy services at UBS in the US UBS expert Sarah Salomon…
Berkshire Money Management promotes longtime adviser Scott Little to partner | Bizbrief
Little DALTON — Berkshire Money Management has promoted financial adviser Scott C. Little to partner. The promotion recognizes…
Where does your superannuation go when you die? How can you make a binding death benefit nomination?
Where your superannuation savings go when you die is not always straightforward, but there are ways to increase…
Why child-free couples may need more—not less—for retirement
Many child-free couples make the same assumption: without the cost of raising children, they will need less money…
Multiple marriages to family businesses: India’s new need for wealth managers
Not too long ago, most people associated wealth managers with stock tips and portfolio advice. If you had…
Why financial education has to start before the estate plan does
Wealthspire’s Andrew Lendnal tells InvestmentNews that raising capable heirs matters more than building the perfect trust. Children who…
Lawyers expect will disputes to escalate with over $5 trillion to be bequeathed in coming decades
A high proportion of Western Australians do not have a will, have never discussed inheritance with their family,…
Planning ahead will save family the stress
MELAKA: When her husband died in 2013 after a long battle with cancer, housewife Aunty Yen (as she…