Jerilyn Klein

39 POSTS1 COMMENTS

Work Life

Jerilyn Klein - November 17, 2021 0

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

Money

Jerilyn Klein - November 3, 2021 0

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

Highlights

Jerilyn Klein - November 3, 2021 0

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

Money

Jerilyn Klein - October 21, 2021 0

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

Advisor Toolbox

Jerilyn Klein - October 14, 2021 0

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

Estate Planning

Jerilyn Klein - October 1, 2021 0

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

Longevity

Jerilyn Klein - September 30, 2021 0

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

Estate Planning

Jerilyn Klein - September 1, 2021 0

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

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Estate Planning