529 College Plans and Taxes: The Basics and Then Some
Find out how to decipher the basic IRS rules, though for IRS that means complicated, for 529 college savings plans.
Even Reagan Couldn’t Kill This Tax Deduction
Trump wants to kill a tax break that mostly helps blue states, but he'll face opponents on all sides.
Why Advisors Need to Be Working With Gen X: The Worried Generation
A Scottrade study found that 83% of Gen Xers say they are likely to seek professional advice about retirement planning.
Prepare Your Clients for These 5 Life Events
Retirement planning is far from the only component of a robust financial plan.
Show Me the Money: Taking the Fiduciary Debate to the Bottom Line
Part of acting in a client’s best interest is that the advisor must consider the “cost” of the recommended investments.
Retiree Portfolios in the New Normal: The Envelopes Strategy, Pt. 1
The purpose of decades of saving is to fund decades of spending.
An Unconventional Approach to Asset Location
A traditional asset location strategy is to put stocks in a taxable account and bonds in an IRA. But this isn't always the best advice.
High Profit Margins or High Growth: Choose One
Firms that focus too much on profit margins in order to bring home more income now cut off opportunities to grow their firms.
What Advisors Can Learn From One of the World’s Biggest Risk Takers
We can all learn from climber Alex Honnold, who scaled a 3,000-foot granite wall, about how to help our clients put risk in perspective.
How to Succeed in Retirement Investing in the ‘New Normal’
As capital gains become smaller, investments that are designed for income, like many alternatives, will grow in popularity.