Wealth Think

When congressmen introduce bills that work at cross-purposes with the intent of Social Security, it's no wonder clients are confused too.

Clients often worry about the IOUs in the trust fund, which, while literally true, is unnecessarily alarmist. In the investment world, we call them bonds and they're not so scary.

Critical deficiencies in data gathering and reporting and measuring key risks persist across regulatory agencies, according to a professor at the Smith School of Business at the University of Maryland.

An estate plan reflects the present state of clients' lives, with an overlay of applicable laws. Here's how to tell when a plan needs an update.

Preparing now can position your firm for a tidal wave of success, but failing to understand and adapt to generational differences may create a shock wave for your firm.

Without a steady stream of content to share on your social media platforms, the opportunity to connect and inspire your audience is gone. Here are some tools and tips to help you plan and share content without taking too much time out of your busy day.

While spending years in litigation over a single piece of art is unusual, family fights over valuable or sentimental personal property left by a deceased loved one are far from uncommon. The mess involving a Warhol portrait of Farrah Fawcett offers an important estate planning lesson for advisors.

If you asked your clients to describe you and your practice in two sentences, would you like what they have to say? Would they even be able to describe you or your practice in two sentences?

What is the ideal number of times to be in touch with clients each year? It's probably higher than you think. Here are some ideas to help deepen your relationships.

Quick question: Do you know how many programs operate under the Social Security umbrella? Do you know the differences? If not, keep reading.