Timing is everything

The $14 trillion retirement gap in America “is so scary we’ve stopped talking about it,” Sallie Krawcheck said during a keynote presentation at the Morningstar Investment conference. “And the retirement crisis is a woman...

Click to Enlarge When it comes to investing, many people think regionally, according to research compiled by Openfolio. Investors on the West Coast are 20 percent more likely to own technology stocks like Apple and Facebook, while those in the...

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...