Integrate planning and advocacy into your practice

Beyond the preparation of traditional documents

They've got money on their mind. | kellyreekolibry/iStock/Thinkstock Members of Gen Y may be the most scarred from the financial crisis and still very conservative with their investments, according to a recent survey by TIAA-CREF. About a thir...

Retirement planning is still proving to be a widespread problem for most Americans, according to the results of a Personal Capital study conducted by Harris Poll. Nearly one-third (32 percent) of employed adults reported not having saved a...

Life expectancy is something of a creepy topic but it is a necessary evil when planning for your client’s future.

Much gets written about millennials and boomers, but what about the generation in between? Carol Hymowitz at Bloomberg takes a deep dive into the financial situation of Gen X, and it's not pretty. Forty percent do not feel financially secure...

Partners in peace. | Copyright Chung Sung Jun, Getty Images The United States and Korea are the most investor-friendly markets in the world, while China is the least, according to a report released by Morningstar Tuesday. To come up with the l...

Debtors engaged in prohibited transactions with their retirement account forfeit exemption from their bankruptcy estate

A financial advisor who seeks to manage the entire relationship and not just the investments will likely have a long lasting bond with both the client and their family members.

Attitudes change