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While few high net worth clients intend to rely on Social Security benefits as a meaningful source of retirement income, lifetime benefits may be larger than they might expect: nearly $600,000, on average, for a couple who turned 65 in 2010, and significantly more for high earners with longevity.

Divorce of separation is not only emotionally challenging for you and your family, but it impacts many key areas of your financial life, including your ability to maintain your lifestyle and your ability to reach your long-term financial goals.

Your financial life encompasses more than your assets.

Besides the changes to their physical and emotional health, people with dementia lose their capacity to perform the financial tasks of daily living.

What’s the smartest form of charitable giving in an uncertain economy?
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In the current economic environment, smart giving requires the same carefully constructed strategic thinking that you apply to the rest of your finances.

Identity theft involves the unauthorized use or attempted use of existing credit cards or accounts, as well as the misuse of personal information to obtain new accounts, get loans or commit other crimes.