Retirement Planning

Carolyn DeVore of Pullman & Comley, LLC, in Westport, Conn., reports: The United States and France ratified significant protocols to their income tax and estate tax treaties on Dec. 21, 2006. The income tax protocol allows a U.S. citizen working...

Relationships among aging seniors can bring great joy - or grave financial risk

For those of us interested in retirement benefits and who isn't? there was a lot of change in 2006, including the enactment of the Tax Increase Prevention and Reconciliation Act (TIPRA) and the Pension Protection Act (PPA); the issuance of a key...

Now that Democrats have swept into Congress, what does this mean for your high-net-worth clients? It’s hard to say, but if the party’s six-point agenda is any indication (which called for everything from “better American jobs and...

Preparing your clients for retirement may mean helping them prepare their parents too.

Many older clients still have mortgages. How to advise them on whether to retire this debt

In 2001, when Thom Hall, a CFP near Salt Lake City, met Randy and Terri Kelly, a couple living in nearby Ogden, Utah, they had a goal: They wanted to retire when Randy reached 55.

Upon retiring, Larry Heller's clients had to wrestle with a unique problem: mortgage or no mortgage?

Disabuse your client of the notion that residential real estate is a good retirement strategy - or even a good investment

Baby boomers are hurtling toward a retirement crisis. How to play doctor with boomer nest eggs and keep your business growing