Lee Conrad

Raising the payroll tax is the easy way (in theory); here are other solutions for funding the Social Security shortfall.

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 top 20 funds are from just three asset managers: Fidelity, Vanguard and American Funds.

Even if those assets are used to pay for nonmedical expenses, an HSA can still be ahead of a 401(k) plan or an IRA.

Clients have a hundred—if not a thousand—possible options to consider when claiming Social Security benefits.

Personal income is not subject to state taxes in Alaska, Florida and five other states, while 31 states do not impose taxes on Social Security benefits.

The strategy draws investor interest again, mostly on the strength of fixed income.

Investors are starting to take money out of their 401(k) accounts—despite taxes and penalties involved—assuming it will be replaced as markets continue to surge upward.

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.