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  1. Strategic Wealth Partners (SWP) Hosts Women’s Luncheon and Collection Drive for Deployed Troops

    Strategic Wealth Partners (SWP) Hosts Women’s Luncheon and Collection Drive for Deployed Troops

  2. Capital Investment Companies Expands across the Southeast

    Capital Investment Companies Expands across the Southeast

  3. UPDATE: My brother-in-law is an undocumented immigrant -- can he inherit my sister's house?

    UPDATE: My brother-in-law is an undocumented immigrant -- can he inherit my sister's house?

  4. UPDATE: My brother-in-law is an undocumented immigrant -- can he inherit my sister's house?

    UPDATE: My brother-in-law is an undocumented immigrant -- can he inherit my sister's house?

  5. 1st Global Announces New Investment Program, Guidance for CPA Advisors on Fiduciary Rule

    1st Global Announces New Investment Program, Guidance for CPA Advisors on Fiduciary Rule

  6. Passion to Help

    Cathy Curtis became a financial planner to help women and their families achieve financial success.

  7. Two Accounts, Same Amounts, but Different RMDs for Surviving Spouse

    Unlike other tax-deferred account types, IRAs have a unique 'minimum distribution rule' for surviving spouses.

  8. Prince's death sets off estate planning quagmire

    A complicated process to value the music icon's estate hinges on future royalties.

  9. What the loss of Prince can teach us about estate planning

    For any estate where there is no concrete plan, a number of complications can arise.

  10. Avoid These Estate -Planning Pitfalls

    A top estate - planning attorney shares advice.

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