Bruce W. Fraser

Often under-used, HSAs can be a powerful tool for clients.

But watch out for the pitfalls of this common end-of-year-practice.

But watch out for the pitfalls of this common end-of-year-practice.

Help clients protect what has taken them a lifetime to accumulate.

Advise both pre-retiree and retiree clients on a strategy to minimize the tax bite.

Here are not-so-common ways to help clients save more.

Advisors can help clients ease into retirement by following five steps.

Having both a pension and Social Security benefits can complicate tax and retirement planning. Here's how advisors are meeting the new challenges.

Despite the benefits of independence, there is an added time, cost, liability and regulatory burden.

From starting an RIA to joining an independent broker-dealer, there are myriad options for advisors seeking to go independent.

Choosing a broker-dealer and/or a custodian is one of the most important decisions for advisors going independent. Here are five questions for each choice.

Advisors who are thinking of starting their own firms need to understand that compliance is as essential to their business as any other aspect.

When going independent, advisors should create and use an electronic practice playbook as a tool to help stay organized and navigate easily through technology procedures.

Two veteran industry recruiters discuss the appeal of going independent.

Even the wealthiest clients are happy when their advisors uncover extra cash for them. Here’s how to do it.

By making gifts through donor-advised funds, clients can get a tax break while still supporting an international charitable cause.

A new study finds that donor-advised funds are outnumbering all other charitable donation vehicles combined.

By making gifts through donor-advised funds, clients can get a tax break while still supporting an international charitable cause.

A new study finds that donor-advised funds are outnumbering all other charitable donation vehicles combined.

The impact of making a few large gifts may be quite different than the outcome from making many smaller gifts. Here are some tips to help clients decide how many charities to support.