Legal Arrangements Other than Marriage
Here's another look at how clients' household arrangements can affect planning strategies.
Full Disclosure: Dalbar’s Plan to Separate Sales from Advice
Led by Lou Harvey, the firm proposes some surprising and significant industry reforms that are worth considering.
Debts After Death
Maybe someone told you, "Go cross-sell some life insurance." Here's why your clients need that.
12 Key Factors for Blended Families in IRAs, Qualified Retirement Plans
Sometimes, you get Ozzie and Harriet. Other times, you get the Brady Bunch.
How to Court the Next Wealth Generation
To establish relationships with the children of current clients, advisors must view them as brand-new clients.
The Tall Tax Tale of Why Country Songwriters Get Capital Gain Treatment
This tax tale is worthy of a country ballad, but I won't make you suffer through a bushel of forced metaphors while I tell it.
When Should Small Businesses Convert SEPs to 401(k)s?
Some small business owners may have started out with a SEP IRA for convenience, but circumstances change.
Market Volatility Won’t Stay Low for Long
Markets can get turbulent very quickly — too quickly for investors to alter their portfolios.
What’s an Aging Advisor to Do? Join an RIA
After helping retiring clients for their whole career, many veteran advisors may not know how to help themselves in the midst of a changed industry.
Social Security Working Retirement Tax: Which Spouse’s Earnings Count?
Working while claiming Social Security may be common but so are complications, which magnify the advisor’s role in providing guidance.