College Strategies: Best Way to Help With the Tuition Bill
With college costs soaring, clients may want to help pay for a family member's education. Watch for these trouble spots.
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Advisors who are helping clients prepare themselves financially for retirement are only doing part of the job needed. more »
"We're betting on financial advisors and personalized financial advice delivered by people," says RJFS President Scott Curtis. more »
Psychological experiments at the University of Georgia offer a pair of clear takeaways for advisors facing prospects. more »
Changes in both demographics and tax laws require a massive rethinking of estate planning strategies. Here are a few of the minefields that planners should avoid. more »
Long-term care costs are rising steadily nationwide, but the costs vary significantly across the country, within each state and by the type of care needed. more »
Nearly 60% of retirees started collecting Social Security before they reached full retirement age, reducing benefits by as much as 30%, according to a survey. more »
Couples with nontraditional family relationships need planning that is anything but straightforward, says planner Pamela Sandy. more »
While some retirees work even after they are financially secure, a full 46% would have retired four years early if they could have afforded it; Plus, cookie cutter solutions won't do. more »
New research finds that advisors can play a critical role in alleviating some of boomers' retirement anxiety -- even if they may underestimate how long it takes to build client trust. more »
The secret to building a profitable business is attracting, serving and retaining a set of high-value clients. Use these ideas to make that happen. more »
Wells Fargo's Mary Mack says advisors should embrace technology as the online retailer and companies like Apple and Uber have changed client expectations. more »
As older clients start drawing down their wealth, the industry needs younger investors to ensure its future, says Janney Montgomery Scott CEO Timothy Scheve. more »
Financial Planning surveyed its readers to ask about compensation trends, their current structure and any changes their firm was making. We found some of the answers surprising. more »
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