HSAs, Medicare and Social Security: Avoiding Tax Penalties
Once eligible to receive Medicare benefits, a client can no longer contribute to an HSA, but the story doesn’t end there.
Top 4 Reasons You Better Discuss Social Security With Clients
Among them, the risk of losing clients who would rather switch to an advisor who will.
20 Best & Worst States for Working Dads
The latest study by WalletHub shows which states are good or bad at making life easier for fathers to balance family with work.
Advisor-Investor Survey Reveals Top Concerns, Priorities
Investors reveal some concerns that advisors may be missing and also reveal the most important qualities an advisor should have.
State Street Wants Congress to Mandate Employee Retirement Plan Contributions
The plan, which would pre-empt any state or municipal retirement plan, would include auto-escalation to a 12% savings rate.
Fidelity Charitable’s Annual Giving Report Identifies Opportunities for Advisors
The growth of DAFs like Fidelity’s is sending a message to advisors who want to deepen their relationships with existing clients and attract new ones.
Top Portfolio Products: FPA Launches Reengineered PlannerSearch Platform
FPA has made it easier for consumers to find financial planners. See how the organization redesigned its PlannerSearch website.
DOL’s Best Interest Standard May Be Tougher Than It Looks
There were a number of excellent comments to my last blog, including a tome-like tutorial by Ron Rhoades on “best interest” and “sole interest” standards.
Mitigating Postretirement Health Expense Risk
Postretirement healthcare costs can be a significant expense, fortunately there are planning vehicles and income minimization techniques that can help.
Retirement Planning's Hard Reality: Savings Trump Returns
Sorry, but pipe dreams and unicorns don’t actually exist, although the lottery is an option. I’m kidding about the lottery part.