Six points to review with your clients

Are financial advisors moving clients out of stocks too soon? New research shows advisors may want to reconsider the issue.

Retiring overseas can be nice if you’re not overly attached to your present location. Aside from the climate, there can be financial benefits to consider for the savvy retiree. It is important to understand how to take advantage of the...

Retirement funds are migrating to IRAs. Clients need your help to preserve ongoing tax benefits

New rules affecting reverse mortgages may make them less attractive as a financial planning tool.

Target-date retirement funds have attracted a flood of money. With 401(k) savers relentlessly investing, the funds have grown from $71 billion in assets in 2005 to more than $500 billion today. Now that millions of investors are betting on the re...

When we’re young we all have big plans for that nebulous future in which we will have all the time and money in the world to do what we want. No more work, or kids, or responsibilities. It’s a fantasy of living like a kid again except...

Such activity can lead to liability for additional tax and accuracy-related penalties

The fastest growing segment of the labor force is workers over the age of 65. But even if your clients have no intention of retiring, you can still help them get the most out of earned benefits. Here’s how.