Advisor to Client

Decorative pattern

Risk Management

Youth need living benefits more than life insurance

If someone gave your child life insurance as a gift, it may be better for him or her to cash it out at age 18.

By Caroline Hanna and Dave Pettenuzzo |September 3, 2013

3 min read

Decorative pattern

Investing

Work through disagreements

If you're more concerned about cash flow but your partner worries about retirement, find an asset allocation to achieve both goals.

By Staff |September 3, 2013

1 min read

Decorative pattern

Investing

The value of worthless stocks

When a family member dies all property is deemed sold at fair market value. But what if that includes stock certificates from failed companies?

September 3, 2013

1 min read

Decorative pattern

Investing

Unload worthless stock

Despite the best planning and practices, sometimes you end up stuck with worthless stock shares. Still, there is a way to use them.

September 3, 2013

1 min read