U.S. Unemployment Falls to Lowest Level Since May 2008
A net 223,000 jobs were added in April, notably in construction and health care.
Under the Hood: Planning Opportunities on a Client’s 1040, Pt. 2: Deductions
Continuing to look at opportunities from client tax returns, we look at available deductions from clients’ gross income on their 1040s, including health savings accounts.
Health Care in Retirement: How to Help Clients Plan
Financial advisors take a growing role in optimizing clients’ health care spending.
Momentum Stocks Stay in Vogue
The sectors that are hot right now suggest that investors are still happy to take risks.
‘Ho Hum’ Equity Funds Deliver in Q4: Lipper
U.S. diversified equity products ticked up 4.6% in the period, while non-U.S. equity funds fell.
Under the Hood: Medicare Premiums—What You Need to Know, Pt. 2
Understanding the premiums for Medicare parts A, B and D, along with some changes to the program from the Affordable Care Act.
Under The Hood: Medicare Parts A, B, C and D—What You Need to Know, Pt. 1
A primer on the four different parts of the Medicare system and their origins, growth, options and cost.
Hybrid Life Insurance Gets Second Wind as Health Care Coverage Vehicle
Understanding the difference between linked and built-in living benefits can help ensure that clients have the tools to bridge their health care coverage gaps.
Helping Advisors Deal With the Uncomfortable but Inevitable
Amy Florian of Corgenius shows advisors how to help clients and their families in the most difficult of circumstances with humor and direct talk.
Careful Language Wins Clients; Wall Street Feels Political Heat: January Research—Slideshow
The January issue of Research magazine offers cutting-edge advice on communicating with clients and prospects, and assesses the election-year political climate facing the financial services industry. Topics covered in the issue range from helping clients deal with health care costs to how a medieval mathematician helped shape modern retirement planning....