Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
On the Ballot: Key State and Local Tax Proposals
By Bernice NapachIn several states, Election Day will mean more than choosing a president, it will involve voting on initiatives to increase state or local taxes.
October 24, 2016
What Does Divorce Really Cost?Conducted by volunteers, Second Saturday workshops address the legal, emotional and financial issues of divorce.
October 24, 2016
5 Big Changes Advisors Should Make by Fiduciary Rule DeadlineIt's getting to be crunch time for advisors to ensure compliance with the Department of Labor's fiduciary rule.
October 24, 2016
DOL Rule Casualty: Commonwealth Drops Commission Retirement ProductsIndie BD says the decision was challenging, though it makes less than 10% of revenue from commissions on these accounts.
October 24, 2016
To Attract Students, Colleges Offering Loan Debt InsuranceA student loan debt insurance program may help advisors and their clients with college-age kids narrow down their list of ideal schools.
October 21, 2016
4 Ways to Limit Taxes on Retirement WithdrawalsVanguard investment strategest Colleen Jaconetti talks about the most tax-efficient ways to sequence withdrawals from retirement accounts.
October 20, 2016
Target-Date Funds Are 'Yesterday's Technology,' Says Stadion's DohertyStadion president and CEO Jud Doherty thinks every 401(k) plan will include a managed account option within 10 years.
October 20, 2016
L Bonds: The High-Yield Alternative Asset You Probably Never Heard OfGWG Holdings L bonds are yielding 5.5%-8.5% for maturities from two to five years, but the bonds are unrated and illiquid.