Before selling your retirement assets for cash, learn which of your holdings may be worth keeping and how to access money ...

At a time when financial and real estate markets are increasingly volatile, it is essential to understand the role of defensive assets within a wealth strategy. These assets help stabilize a strategy ...

As a financial advisor, you will have clients who are doctors, lawyers, accountants, or real estate agents. There are the top four professions that attract lawsuits when they make costly mistakes. If ...

Most people preparing for retirement focus on familiar strategies such as implementing a 60/40 portfolio, choosing between a Roth or a traditional individual retirement account, hedging with gold, or ...

People build their careers for decades and save money in the pursuit of a smooth retirement or to meet certain financial goals. You could store money in the bank and let it accumulate over time, but ...

Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. A Delaware court (by the Magistrate in Chancery) recently upheld the ...

In 2009, New Hampshire joined what was then a small group of states that statutorily permitted the creation of a domestic asset protection trust (“DAPT”). Although today, 20 states in the U.S. allow ...

Asset-based lending can be a good option for businesses that need access to working capital and have strong assets. Asset-based lending lets you secure funding by using your company’s assets as ...

Consider that most estate plans include some level of asset protection by their nature, even when a client may not specifically be focused on asset protection planning strategies. Recognize that a ...