Clients need help with complex financial planning matters such as efficient wealth transfer, tax and inflation risk, and sustainable income in retirement. Financial-planning experts Bill Cass and Chris Hennessey weigh in each week with a range of insights, tips, and legislative updates.
Bill Cass and Chris Hennessey discuss tax- and estate-planning ideas to guide year-end planning with clients. Topics also include changes to claiming Social Security benefits and the latest news on the DOL’s fiduciary rule.
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