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.