Wealth Management Morning Memo

DECEMBER 29, 2018

RETIREMENT PLANNING

How Smart Are You About How Retirement Payments Are Taxed?

John Kador

Take this quiz to find out how good a guide you can be in navigating clients through the post-retirement tax minefield.

RETIREMENT PLANNING

The 10 Most and Least Tax-Friendly States for Retirees

Diana Britton

Where retirees live can greatly affect their tax bill.

SPONSORED CONTENT

The Question Is Active or Passive Investing. Our Answer Is Yes

Sponsored by Hartford Funds

Active vs. passive investing doesn't have to be a battle.

HIGH NET WORTH

Ten Tax Planning To-Dos Before Year End

John O. McManus

Discuss this checklist with your clients.

INDUSTRY

How Well Do You Know United States Geography and Demographics?

John Kador

If you get more than half right, count yourself a statesman or stateswoman of the first order.

2019 Market Forecast

Get Set for 2019: Forward-looking market trends and insightful forecasts.

ESTATE PLANNING

Eleven Celebrity Estate Planning Lessons

David H. Lenok

Appreciating their mistakes can help you better serve your clients.

CAREERS

Chris Dudley, Wayne Chrebet, Jim Everett: 12 Pro Athletes Who Became Financial Advisors

David H. Lenok

Not all stories about professional athletes and finance are negative.

RETIREMENT PLANNING

How Much Do You Know About RMDs?

John Kador

The rules for RMDs are complex and unforgiving. How well do you know the terrain?

MARKETING

Ten Best Business Books of 2018 for Financial Advisors

John Kador

What did we look for in selecting the 10 best business books of 2018? Insights, best practices and innovations relevant to financial advisors and their clients.

INDUSTRY

Six Trends in Financial Advisor Compensation

John Kador

Financial advisors are predominantly men over 50 who are working harder than ever to offset decreasing revenue yields.

REAL ESTATE

A Look at America's 20 Most Prosperous Cities

WealthManagement.com Staff

Gauging six measures, RentCafe has generated its take on America's most prosperous cities since 2000.