Wealth Management

High-net-worth (HNW) investors and families most often engage in philanthropy and charity for moral reasons — with 34% of advisors saying clients feel a duty to make the world a better place and 32% citing an ethical obligation to repay the people and institutions that contributed to their success, finds the Key Private Bank Advisor Poll on philanthropy.

Are you considering early retirement? Since Medicare isn’t available until you are 65, you’ll need to find an another way to cover medical, hospitalization, and prescription drug costs until you become Medicare-eligible.

National Director of Key Family Wealth Legacy Planning Services Anne Marie Levin, and Jeff Wortley, Key Wealth Institute’s editorial chairman, discuss the importance of wills to estate planning.