Simplicity In a Complex World
Discover Solutions
Using a Charitable Trust to Pay for College
Brendan Kenny Senior Vice President June 18th, 2019 Using a charitable trust to pay for college The charitable remainder trust (CRT) is a versatile tool that enables you to support favorite charities while retaining an income stream. CRTs are popular …
Read moreParental Priorities: How to choose a guardian for your child
Todd Parker Managing Director May 21st, 2019 For parents, naming a guardian for their minor children isn’t optional. This article helps parents choose the best candidate based on shared values and practical issues, such as physical proximity. It also …
Read more
Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC, 530 Fifth Avenue, 14th Floor, New York, NY 10036, 212.536.6000. Fee based planning services are offered through Lenox Wealth Advisors, LLC (LWA), a registered investment adviser. Services will be referred by qualified representatives of MML Investors Services, LLC (MMLIS). LWA is a subsidiary of NFP Corp. (NFP) and affiliated under common control with Lenox Advisors. Lenox Advisors and LWA are not subsidiaries or affiliates of MMLIS, or its affiliated companies. CRN201904-210595 Check the background of MML Investors Services, LLC on FINRA’s BrokerCheck
