Michael Kitces’ #FASuccess Podcast: Roger Whitney’s Podcast Strategy

Welcome back to the 107th episode of Financial Advisor Success Podcast! My guest on today’s podcast is Roger Whitney. Roger is a partner with WWK Wealth Advisors, an independent RIA based in Fort Worth, Texas, where...

Saving for college now could help you avoid financial pitfalls later

Far removed from their undergrad years, these borrowers (60 and older) are still saddled with bills for either their own or their children’s or grandchildren’s education which can affect their retirement goals and lifestyle.Here...

Estate Planning Tips for Art and Collectibles

PRESENTER:Sherri CohenDirectorBonhams PRESENTER:Warren RascusinPartnerLowenstein Sandler LLP MODERATOR:Susan LippEditor in ChiefTrust & Estates This...

Pre-Validation of Wills | Wealth Management

PRESENTER:Todd FlubacherPartnerMorris, Nichols, Arsht & Tunnell, LLP PRESENTER:Amy KanyulAttorneyMcDonald & Kanyuk,...

2019 Capital Markets Forecast

The 4th Industrial Revolution: Digital, Data and Debt Disruption View the Original Article

How Smart Are You About the SEC’s Regulation Best Interest?

The comment period for the SEC proposed Regulation Best Interest just ended. How much do you know about what Regulation Best Interest, if...
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