Latest articles by Robert K. Altshuler, JD CLU CHFC
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A Better Way to Leave Behind Your IRA
taxes Consider naming a trust as your beneficiary, but watch out for tax issues and RMD complications.
taxes -
A Financial Planner's Playbook for NFL Draft's Rookie Millionaires
Financial Planning Pro football players make a lot of money that has to last a lifetime. Here's what I'd tell them about sudden wealth.
Financial Planning -
How Rock Climbing Made Me A Better Financial Adviser
Financial Planning I wanted to conquer my fear of heights. But I learned so much more.
Financial Planning -
The Case for Closed-End Funds
investing The "orphan children" of the fund management industry, some CEFs are worth considering in a diversified portfolio.
investing -
Take the Emotion Out of Your Financial Decision-Making
Investor Psychology Do turbulent markets have you on edge? Here’s a checklist to help you harness the process of sound financial planning.
Investor Psychology
