3 Ways to Help Clients With Diminished Capacity
If you haven’t had a client with diminished capacity, it’s only a matter of time. Here’s how to proactively help clients and their families.
How to Increase Financial Literacy? Start Young, Train Teachers
By the time students reach college and take on heavy debt loads, valuable lessons have been missed, PwC warns.
How to Address Clients’ 2 Biggest Retirement Issues
The GAO and the DOL provide help on how much to save for retirement, while the IRS has a better alternative to the 4% rule.
Top Portfolio Products: New Offerings for Annuities and Impact Investing
Insurance, annuities and impact investing dominate this week's offerings of new portfolio products and solutions.
Someone's Missing From Most Family Offices
You'd be remiss in assisting clients in accumulating their wealth without accounting for the potential threats to that wealth.
Top Portfolio Products: Janus Plans 4 Health-Related ETFs
What do long-term care, obesity, fitness and organic food have in common? See Janus Capital's latest ETF plans.
Finke: For Retirees, Spending Too Little May Tarnish Golden Years
Though many people fear they will run out of money in retirement, the reality is that most don't spend enough to enjoy it.
Financial Coaching Helps, but It's Not Enough: Survey
Only 48% of respondents who talked to a planner regularly said they were on track to reach their retirement income goal, according to Financial Finesse.
Mark Your Calendars: Key Tax Planning, Filing Dates in 2016
Sure, you know the federal filing deadline is April 18 this year, but do you know what happens on April 1? Or on April 19?
Avoiding the Tax Traps of 1035 Exchanges
A tax-free 1035 exchange of an annuity or life policy may seem like a good solution, but watch the numerous tax traps involved.