401(k)

A partnership could extend a firm's reach, while ethical investing portfolios offer clients more options.

Younger investors may see the market's swing as just another fluctuation in the market, while assuming that time is on their side. Older investors, on the other hand, may be far more stressed.

The number of accounts with $1 million or more increased to 150,000 in the fourth quarter of 2017 from 93,000 recorded in the same quarter the year before.

Moving to a retirement community is a great option for seniors if they don't have enough support from family and friends and they have a sizeable nest egg to finance such an arrangement.

Retirees living overseas can still claim Social Security benefits, but they must see if their country of residence requires them to have a local bank account.

The rewrite could affect how these firms value potential buyout targets.

IRA investors can draw funds from their accounts tax-free if the money will be used to fund college tuition and other related costs.

Clients shouldn't let their egos get in the way when making investment decisions. They will be better served with a dispassionate asset mix that's rebalanced annually, rather than making investing decisions "in purely personal terms."

While the stock market remains strong, clients should stress-test their portfolios and ensure that they reflect their risk tolerance levels.

If estate planning documents don't use the right language, it can sometimes lead to costly and time-consuming alternatives.