Monday, November 29, 2021

Jerilyn Klein


Why Advisors Must Plan for 100-Year Lives  

A veteran advisor discusses the opportunities and challenges of longevity amid changing economic and family dynamics.

Fallout From Billionaires Tax Could Touch Lower Quintiles

The controversial tax may be dead but could still have far-reaching consequences, says our columnist.

Clients May Be Suffering in Silence from Medicare Angst

Whether clients are being pressured to swap healthcare plans, drug plans or doctors, advisors can help steer them in the right direction.

The Biggest Mistake Investors Made Over the Last Decade

It was getting out of high-yield bonds, says this Northern Trust manager, who makes a case for them now.

What Advisors Can Learn from Bruce Springsteen and the Rolling Stones

Older clients are very much alive and need non-biased planners who listen well, says this former FPA president.

Campaign Demands Release of Renowned Artist From ’Abusive’ Guardianship

The guardianship has forced Peter Max, 84, into isolation and depleted his earnings by more than $16 million.

Extra ‘X’ Chromosome Helps Women Age Better

Even without this biological advantage, everyone, at any age, can take steps to improve their health, say experts on aging.

Charity-Minded Clients May Not Know Their Alma Mater Needs Them

With enrollment and endowments shrinking, colleges need money today, says this CFP and college trustee.

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