Practice

One wonders how a financial planner, attorney or accountant can know all the complex rules regarding IRAs. Here are several examples of the liabilities that can arise from making mistakes.

Seniors are better off enrolling in a Medicare Advantage plan to get coverage for their prescription medicine, which is not included in Medicare Part A and Part B; Plus, nine ways to save more and spend less in 2016.

Going the RIA route is not an easy decision, but thoughtful preparation can get you there. Here’s how.

Some marketing may be counterproductive. Advisors need to communicate the value planners actually offer. Here's how.

Raymond James' Judson Potter says he learned a lot about perseverance by watching his mother go through medical school.

Tech survey shows that 36.8% of advisors are already working with these digital platforms.

Workers with high-deductible health insurance plans qualify for health savings accounts, which gives them an opportunity to do tax-free investing and supplement their coverage even after they are retired; Plus, how retirement saving changed in 2015.

Smart steps planners can take to build their business without hurting the bottom line.

A columnist is surprised by what he learns about his own practice when he hires a planner for his family’s finances.

Retirees who plan to go on a foreign trip in the early part of next year are advised to attend to their tax obligations before leaving; Plus, why more people in the U.S. and other industrialized nations are likely to retire poor.