Disaster planning

More than 130 survivors of a devastating California wildfire have received pro bono planning services that helped them begin to reassemble their lives.

Retirement plans may decline to offer delayed RMDs, plan loans, stretch and hardship distributions and a host of other legally sanctioned tax maneuvers.

Advisors can help by being familiar with tax relief options that might be available to affected clients. Here's what to look for.

I underestimated Hurricane Matthew. I won’t do the same with this storm.

Even if the financial aspect of planning is “supremely easy,” the emotional side can be draining — and even lead to unexpected advice.

Technology costs money and takes time, but the benefits are well worth it, Nina O’Neal writes.

Advisors must always be ready to reach out following natural disasters.

The advisory firm knew the drill, but the storm still threw them for a loop.

Early withdrawals from employer-sponsored plans can derail retirement, but may be necessary.

The hurricane poses staffing and data challenges on firms with large facilities in its path.

Hurricane Harvey provides a grim reminder of how traumatic it can be to face the effects of severe weather. Here’s how to be effective if it happens to your clients.

Evacuating floodwaters with his pregnant wife, two children and a “very angry cat,” an advisor gets a personal reminder that the people he serves are a lot more than just names and numbers.

The cleanup goes on long after the storm has passed. Here’s how financial planners can provide advice for one of clients’ most expensive traumas.

Advisors' best practices for aiding clients affected by natural disasters.

Many financial institutions have activated their emergency centers, closed branches and stocked ATMs in advance of landfall.

Disaster survival tips from Texas-based advisor Rick Woolfolk, who is also a Civil Air Patrol representative for the U.S. Air Force.

Putting a disaster plan into effect to protect a practice and a home in Florida.

Adviser Rick Woolfolk, who is also a Civil Air Patrol representative for the U.S. Air Force, offers survival tips for firms. Woolfolk’s practice is located in Texas' Tornado Alley region.

From teaching disaster prep classes before, to holding hands after, advisers’ best practices for catastrophes.

Fending off cyber intrusions is becoming a cost of doing business, but when advisors find that their practice has been breached, they need to follow a plan for assessing the damage.