August 18, 2014
Survivor benefits have some unique rules that separate them from the rest of the program.
June 30, 2014
Advisors can avoid risks and find success in breaking away to independence, says Shirl Penney, founder of Dynasty Financial Partners.
June 18, 2014
Dedicating enough time and conducting the proper amount of due diligence is the best way to ensure where you're going is a better fit than where you've been.
June 17, 2014
Local Social Security workers are not necessarily trained in, nor are they able to evaluate, complicated strategies and long-term projections.
June 4, 2014
Suspending the payroll tax for people over 65 would decrease total government receipts, yet make it easier for older adults to work.
May 29, 2014
Because a trustee will have control over assets, choosing the wrong trustee can thwart a client's best laid plans.
May 12, 2014
For clients who are public sector employees, a government pension could mean a reduction in spousal Social Security benefits.
April 23, 2014
While money may not always be an advisors' number one consideration when deciding to switch firms, it almost always becomes an emotionally charged issue. Here's what to think about.
April 21, 2014
If you think that reverse mortgages are only for cash-strapped retirees without any other financial options, think again.
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.
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.
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.
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.
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.
March 13, 2014
Many states have updated their trust laws, providing simpler techniques to help trustees deal with the challenges of irrevocable trusts.