Debt and Its Hidden Costs
Nearly 3 in 4 Americans are in debt, and its effects can spill into all aspects of their lives, AICPA reports.
Why More Advisors Are Offering Financial Planning Services
A new report from Cerulli explains the growing popularity of planning services among advisors, especially younger ones.
Decode Your Clients: Behavioral Risk Segmentation
Truly understanding each client’s needs is the best way to earn referrals by turning clients into raving fans.
7 Tips for Repaying Student Loans
Now is the time when recent college graduates must begin repaying their student loans, so they should be aware of the do's and don'ts.
Should We All Just Work Longer?
The Center for Retirement Research examines whether working longer is a realistic way to boost retirement prospects for all.
IRS’ 7 Cybersecurity Tips to Keep Holidays From Ruining Tax Season
National Tax Security Awareness Week is a good time to have clients conduct a personal security audit.
Reducing RMDs’ Tax Impact by Using NUA Tax Break
To reduce potential future tax burdens of RMDs, an often-overlooked net unrealized appreciation strategy may benefit younger clients.
Tax-Hike Fears Fuel Talk of Exodus From Northeast
The GOP's tax proposals would drive up taxes for many high-earners in the New York City area--should they move?
12 Best Big Cities for Successful Aging: 2017
Milken ranked 381 metropolitan areas—we focused on big cities here—for elderly adults using metrics not for an active retirement.
How DC Plan Participants Behaved in First Half of 2017: ICI
Only 1.6% of DC plan participants stopped contributing in the first half of the year.