Life events have a way of intervening with retirement plans. Here’s how advisors can prepare for the unexpected. 

When your client’s care manager doesn’t do what’s right, who pays the price?

Ancillary steps to enhance the agent’s function and prevent abuse

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...