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As a result, financial advisors should start honing the services Gen X members will likely benefit from the most, including retirementplanning, estate and tax planning and mortgage refinancing. trillion annually over the next decade as part of the great wealth transfer, a new report finds. trillion annually.
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And for many clients who are approaching retirement or wanting to be more conservative, buffer ETFs give them a way to retain equity exposure while having less tail risk.” It’s very much case-by-case and all anchored back to identifying the strategy that’s going to maximize the success for the client’s financial plan.”
He is among a handful of trusts & estates attorneys featured in the top tier in Chambers USA: America's Leading Lawyers for Business in the Wealth Management category, is listed in The Best Lawyers in America and is recognized as an "Illinois Super Lawyer" by Super Lawyers magazine.
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