Lee Conrad

A well-rounded approach wins the day with the annual bank advisor ranking. No one-trick ponies allowed, as multiple metrics count toward advisors' scores, including AUM, production, growth and fee business.

What are the top strategies and priorities of the best of the best in the bank wealth management channel?

The holidays are fast approaching, which means it is time to start doing some year-end tax planning.

Millennials are already behind in savings compared to where their parents stood at similar ages.

Many of the bill’s provisions are taken from the Retirement Enhancement and Savings Act, which enjoyed some bipartisan support.

This period allows seniors to be more strategic about generating income from their portfolio and minimizing taxes.

"Some analysts have argued for years that the SSA’s estimates systematically underestimate future benefits for most people," an expert says.

Social Security benefits will increase 2.8% next year, but some retirees will not see a rise in their retirement paycheck because of Medicare's hold-harmless provision.

Retirees could end up paying taxes on the majority of their Social Security benefits when certain conditions are met.

Scammers can learn quite a bit of information from social media so don’t think that just because they know a couple pieces of information about you and your family that they are legit.