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Creative Planning Strengthens Retirement Services with Acquisition of Mesirow's Corporate Retirement Advisory Services Team - Vimarsana News

Creative Planning Strengthens Retirement Services with Acquisition of Mesirow's Corporate Retirement Advisory Services Team

/PRNewswire/ -- Creative Planning, one of the nation's leading Registered Investment Advisors (RIA), announced its acquisition of Mesirow's corporate...

Federal Auto-IRA Bill Re-Introduced - Vimarsana News

Federal Auto-IRA Bill Re-Introduced

The bill would have a 5% match and be administered by the Department of the Treasury.

Mesirow Again Named to Barron's 2023 List of Top 100 RIA Firms - Vimarsana News

Mesirow Again Named to Barron's 2023 List of Top 100 RIA Firms

/PRNewswire/ -- Mesirow, an independent, employee-owned financial services firm, today announced that the firm has once again been named to Barron's Top 100...

Why Houses Make for Terrible Wealth Transfer Vehicles - Vimarsana News

Why Houses Make for Terrible Wealth Transfer Vehicles

Home may be where the heart is, but after it’s inherited, it’s where heirs have to manage upkeep and deal with family conflicts related to what to do with it. What should parents do instead? Somewhere along the way, homeowners came to believe a non sequitur of sorts, that the "American Dream" includes not only buying a house but also passing that same home on to their children. And financial advisers have largely supported this tactic for passing along generational wealth.But here's an unspoken

Source: yahoo.com
Why Houses Are Terrible Wealth Transfer Vehicles - Vimarsana News

Why Houses Are Terrible Wealth Transfer Vehicles

Home may be where the heart is, but after it’s inherited, it’s where heirs have to manage upkeep and deal with family conflicts related to what to do with it.