Wealth Adviser: Putting Bitcoin on Your Radar
A morning briefing on coverage of special interest to wealth managers, financial planners and other advisers. Please send tips and comments to kevin.noblet@wsj.com or patrick.graham@wsj.com.
Unconscious Coupling: Financial Hazards of Shacking Up Later in Life
When older adults move in together without getting married, complications ensue. A planner who works with divorcing and divorced clients explains some potential pitfalls.
4 Smart Money Moves If You Marry After 50
What to do about your finances before you say ‘I do’ by Jean Chatzky, AARP The Magazine, June/July 2014 Coming together at 50-plus is different
Client Divorce? Follow the Money
By: Kathy Kristoff Monday, June 2, 2014 When Lili Vasileff’s high-priced divorce lawyer wasn’t able to answer the tax and financial planning questions she had
The Not So Golden Years – Together or Solo
Late in life challenges often produce anxiety about the not so golden years. With the first wave of baby boomers officially reaching retirement age, financial
