Estate Planning
featured
Raymond James plans to build on a highly successful program developed by Memphis- based brokerage Morgan Keegan, which it acquired last year for $1.2 billion. It will spend more to integrate its plan with Morgan Keegan's model, Paul Reilly, the chief executive of Raymond James, said.
» Read More
More
-
Some people who are unprepared for retirement respond with a strategy known as “Hurry-Up Offense” retirement. This entails scrambling like mad at the 11th hour to find something to live on. It’s less than ideal, but sometimes a well-planned nest egg simply doesn’t exist.
-
Insight on how to retire with the money you'll need, with Michael Farr, Farr, Miller & Washington, and CNBC's Brian Sullivan.
-
CNBC's Sharon Epperson reports on investment opportunities for 2012 that could provide a steady income for retirees.
-
With interest rates and asset values at historic lows, is this the perfect opportunity to transfer wealth? Joanne Johnson, J.P. Morgan Private Bank, lays out a plan.
-
Joan and her husband Peter have been married for 33 years and have two children. Peter was recently diagnosed with an aggressive form of leukemia with an expected lifespan of 7-8 years. Joan wants to know what steps they should take to protect their future given the circumstances.
-
By making some important decisions while living, my father helped to lessen the overwhelming stress of coping with sudden loss.
-
Today I hit the big 5-0. That noise you hear is me shuddering. I'm trying to make light of it all to mask the pain — "If I'd known Depends were so convenient and useful, I would've started wearing them at 40!"