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Giving to a charity should be simple, but very often it is anything but for wealthy families looking to give back and create a legacy for future generations.

Every decade brings change, particularly on financial fronts. For those planning for or entering retirement, the thought of change may be worrisome. Yet, with a strong financial advisor at their side, clients can take advantage of many opportunities in the years ahead.

A stable income is often the difference between living well and living in a state of perpetual worry. And this truth doesn’t change just because someone retires.

The financial services industry is on the brink of a major disruption as tenured advisors enter their own retirements and the next generation takes the reins. There are new hurdles to maneuver including technological demands and the growing epidemic of student loan debts.