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.
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.
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.
January 21, 2014
Spousal benefits are the meat and potatoes of Social Security planning. Have you helped your clients maximize their situation?
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.
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.
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.
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.
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.