In this our third in a series of articles about helping clients in the Accumulation Phase of Retirement Planning, we address the inefficient use of retirement savings vehicles. Selecting the appropriate use of accumulation vehicles for their unique situation can be an overwhelmingly daunting task to the client. There are a wide range of options…

As we mentioned in a previous post, Whitney Houston was having some trouble with estate planning before her death due to complicated family issues.   And now after her passing, it may only get worse. Financial Planning Magazine discusses what could become a big problem. If Whitney has only a simple will, and leaves her potential…