Your Tax Planning Role When Clients Move to Another State
You may not be a CPA or tax expert, but you can play a key role in your clients' tax planning when they're planning to move for retirement.
Financial Literacy Falling Among Military Families
A report released in February found that the general population scored higher on a financial literacy test than military households.
Claiming Social Security; When Clients Go Bad; Fighting Public Corruption: Investment Advisor March Features—Slideshow
While advisors are not required to provide help with Social Security claiming strategies, some experts believe clients who sue their advisors over bad advice could have a case.
While Waiting for SS Benefits, Whither Retirement Income?
William Meyer of Social Security Solutions said that for advisors who focus on finding the optimal Social Security benefits claiming strategy for clients, the next challenge is to coordinate such benefits with a client's retirement income withdrawal strategy.
Dirty Drugs: The Next Frontier in Health Care
Sean Brady, associate professor in the Laboratory of Genetically Encoded Small Molecules at Rockefeller University in New York, has a simple request: He's asking people to go out into their backyards, collect a bit of dirt, put it in a Ziploc bag and send it to his lab.
Going Long, Staying Covered
Surveys have shown that many people either plan to delay retirement or aren't planning on ever retiring.
Unclaimed Cash: Why Social Security Planning Can’t Be Ignored by Advisors
Advisors who don’t help their clients claim Social Security are leaving money on the table — and may face liability issues.
The Third Rail of American Politics Is Live
The Congressional Budget Office's economic outlook for the next 10 years, released in late January, found that the federal deficit will balloon to 4% of GDP by 2025 from 2.8% today, thanks in large part to entitlement programs like Social Security.
Boomers’ Newfound Freedom Changes How They See Home
Around age 61, boomers say they feel more freedom to live wherever they wish than they did when they were younger.
UBS Gets Behind Buckets
Even the most exemplary investment in theory, with high expected returns, doesn’t cut it if your goal is to pay a bill due next month.