“A person might just need a little help today, but that is not where things will stay.”

There will be new economic realities to manage in 2015 - such as rising interest rates - so consider your clients’ portfolio balance carefully to help them on their path to retirement readiness

#SuperBowlSelfie | Copyright Rob Carr, Getty Images Want to go to the Super Bowl? Be ready to shell out between $5,000 and $35,000, depending on just how high-end of an experience you want. According to this Reuters article, the average price fo...

The cost of long-term care insurance continued to rise sharply last year, with average prices jumping 8.6 percent

Brothers from another mother. | Copyright Christian Petersen, Getty Images | Photo by Jim Tweedie You probably wouldn’t think NFL coaches and portfolio managers have much in common, but MarketWatch contends that both are high-profile, high-testo...

You may discuss your clients’ mortgage, monthly payments and home equity only briefly, and perhaps enter the data into a box on their financial planning questionnaire, never to be revisited again. But ignoring this portion of a client&rsquo...

Does it make sense in terms of Social Security benefits?

Social Security reform is coming - the only question is when, and what will be done to get the program’s finances in order.

If you weren’t paying close attention to happenings in our nation’s capital around the holiday season - and who could blame you - this might have slipped your notice: Important pension reforms were signed into law that will have...

Division of an individual retirement account is permitted and doesn’t constitute a taxable distribution or rollover