Updated Wednesday, April 23, 2014 as of 6:08 PM ET

Reverse Mortgages: What Advisors Should Know

Paul Norr
April 21, 2014

If you think that reverse mortgages are only for cash-strapped retirees without any other financial options, think again.

Estate Planning for Pets: 6 Rules

Tracy Craig
April 21, 2014

A pet trust can dictate the type of care a pet will receive after its owner is gone and supply funds for that care.

Social Security: Government Workers' Benefits May Be Smaller Than Expected

Paul Norr
April 14, 2014

Retirees who have been government workers or whose spouses have been government workers may be in for a surprise when they file for Social Security retirement benefits.

Social Security Deficit: Fact or Fiction?

Paul Norr
March 26, 2014

While headlines suggest that the Social Security system is running deficits, the truth is a bit more nuanced. For one thing, investment income is often ignored.

8 Tax Changes Advisors Should Know About

Robert A. Fishbein
March 24, 2014

Here are some of the most significant tax law changes to keep in mind this year as advisors prepare 2013 income tax returns and start planning for next year.

Social Security Strategy: Cost of File & Suspend

Paul Norr
March 16, 2014

Though the cost to the system of "file and suspend" and "claim now, claim more later" filing strategies is modest, Congress will eventually be forced to look for ways to align future balance sheets as the Social Security trust fund gets spent down.

New Ways to Change 'Irrevocable' Trusts

Tracy Craig
March 13, 2014

Many states have updated their trust laws, providing simpler techniques to help trustees deal with the challenges of irrevocable trusts.

Social Security: Planning Tips by Age

Paul Norr
February 19, 2014

Social Security is a numbers game, with age being the key to many of the decisions. Here's a convenient reference list of the pertinent ages and what they mean for your clients.

Social Security: Thinking Long-Term Will Avoid Common Pitfalls

Paul Norr
January 27, 2014

Clients often worry about the IOUs in the trust fund, which, while literally true, is unnecessarily alarmist. In the investment world, we call them bonds and they're not so scary.

Social Security: Maximizing Spousal Benefits

Paul Norr
January 21, 2014

Spousal benefits are the meat and potatoes of Social Security planning. Have you helped your clients maximize their situation?

Social Security: Some Basics Still Elusive

Paul Norr
January 8, 2014

Quick question: Do you know how many programs operate under the Social Security umbrella? Do you know the differences? If not, keep reading.

Tell Clients to Delay Social Security Benefits

Paul Norr
December 24, 2013

Suggest delaying and many clients will counter that forgoing years of benefits will take a long time to make up. But it's not as long as they might think.

Advisors: What Your Firm is Worth

Johann Schneider
December 17, 2013

Whether you are planning to sell your business to an outside party, thinking of implementing an internal succession plan to transfer ownership to the next generation, or considering the strategic acquisition of another wealth management firm, an understanding of the true drivers of valuation is critical.

Social Security: Common Myths & Hard Facts

Paul Norr
December 4, 2013

Congress decided that the program could use only one investment option, U.S. Treasury Securities which, last I checked, were still considered one of the safest, lowest-risk investments in the world.

Best of November: Alts for Everyone, New Secular Bull Market

Margarida Correia
November 26, 2013

As November draws to a close, we looked back on some of our most popular stories. Here are the month’s top picks.


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