Practice

Some advisors worry that the new rules could inspire an irrational enthusiasm.

The segment may be ready to equal or even surpass its high-net-worth peers in appeal to the financial planning industry.

What, exactly, do high-performing advisory firms do differently than their less successful peers?

Commentary: Syndicated columnist David Sirota is on a mission to prevent public pension funds from investing in “alternative assets” such as private-equity and hedge funds.

The Treasury Department and the IRS have loosened the “use it or lose it” rule for flexible spending arrangements for health care, allowing participants in health benefit plans to carry over up to $500 from their FSA from year to year.

The agency issued its annual inflation adjustments for more than 40 tax provisions, including the tax rate schedules, and other tax changes for 2014.

Eight leading managers of money-market mutual funds urged the SEC to alter the way it defines retail funds in proposed new rules for the industry.

Markets are pretty efficient in the long-term but can be wildly inefficient in the short-term. And the short-term is where advisors can provide value to clients.

Non-correlated investments used to entail high minimums and low liquidity — but now even mass-affluent clients can find diversification through alternative mutual funds.

Whether you want to keep working or enjoy a traditional retirement or anything in between, you have options-you just need to educate yourself on the possibilities.