Wednesday, July 28, 2021

Jerilyn Klein

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Advisor Helps Clients Get Ahead of President Biden’s Proposed Tax Hikes

Tax-loss harvesting, accelerating capital gains and conversations with estate planners are on his list.

Financial Literacy Is Her Passion — And Her Calling Card

This advisor has made it a centerpiece of her planning practice and has written a children’s book series to encourage it.

Ten Life Lessons from 49ers Legend Steve Young

The former quarterback, who now leads a private equity firm, describes what he’s learned and how he’s moving forward.

What Advisors Can Learn From Triple Oscar-Winner ‘Nomadland’

Rich or poor, Americans seek purpose, direction and connections in the second half of life.

Americans Grow More Confident About Their Retirement Security

Three-quarters of workers and retirees expect to be comfortable in retirement, new study finds.

Deadline Imminent for These Tax Savings

Triple tax-free HSAs can save clients more then they realize.

Optimism Has Guided 82-Year-Old Advisor Through Career Changes and Cancer Treatment

He found his passion as a fiduciary after seeing small business owners struggle.

Few Older Adults are Being Screened and Tested for Hearing Loss

Only one in five polled say their doctors have recently asked about their hearing.

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