Katie Kuehner-Hebert

Planners should emotionally prepare clients nearing retirement for the significant and abrupt changes that will occur after working full time for decades.

Sometimes it makes sense for clients to collect Social Security before full retirement age, even if it temporarily reduces benefits.

Some clients prefer to buy income-producing properties outright rather than invest in real estate investment trusts.

How planners can best advise clients wanting – or having – to work longer.

Hybrid annuities can be a good choice for investors who still need growth but don't have 30 years to invest in the public markets.

Advisors should review their employment contracts and other documents to make sure they won't incur liability for taking client information.

Advisors should check to see if both their old firm and new affiliated firm have signed on to the industry protocol for taking client information.

What do you really need in your software toolkit when going independent and what types of technology can wait?

Advisors must determine what kind of help they need at the outset.

Advisors need to determine ahead of time how they are going to make ends meet for at least two years as they build their businesses.

Now may be the time to take advantage of advisors leaving wirehouses en masse, as contracts signed after the financial crisis seven years ago begin to expire

Aging parents could alleviate stress and possible tension if they share their final wishes with their children -- or at the very least, where their accounts are held.

Aging parents could alleviate stress and possible tension if they share their final wishes with their children -- or at the very least, where their accounts are held.

There are four main types of powers of attorney and older clients must be sure to have the right one in place.

With comprehensive planning, hopefully this won’t happen. But if it seems like it might, how can planners help clients who’ve gone broke or are about to?

Planners and clients should determine whether the high premiums on stand-alone policies provide benefits that are worth the price -- and whether coverage provided by riders on life insurance policies is sufficient.

Planners and clients should determine whether the high premiums on stand-alone policies provide benefits that are worth the price -- and whether coverage provided by riders on life insurance policies is sufficient.

In many states, planners are now required to report if they suspect their clients are suffering abuse.

Here’s a primer on long-short funds, managed futures funds and managed payout funds.

Even after defaults, high-yield bonds have earned above-market returns.