Spring 2017 Issue of Horizons

First page Table of contents Next page Last page
Cover1
Table of Contents2
RubinBrown News4
What Does it Mean to Provide “Integrated Planning for Life”?10
Why RubinBrown Entered Wealth Advisory14
The Top 10 Most Common Mistakes Made by Investors16
The Murkey World of Medicare20
Social Security: Frequently Asked Questions25
Eldercare: What is a Care Manager and Why Would You Need One?28
Year-Round Tax Strategies and Opportunities30
Estate Planning: Preparing for What’s Ahead38
Charitable Giving: Good for the Community…Good for You42
Family Office Services: Not Just for the Uber Wealthy46
Timely Reminders50
Back Cover52

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