Practice

The benefit will be reduced if her husband dies before she turns 66. But if his death occurs after she reaches her FRA, she'll be able to collect his full retirement benefit.

The recruit oversaw $110 million in client assets while working for the wirehouse, according to the regional firm.

Critics say the regulation's costs and hurdles will hurt advisers. But there's another side to the story.

How clients can take advantage of this approach to managing their wealth after death, even if President-elect Trump enacts his proposed reforms. Plus, juicy deductions that come with owning a car and a smart portfolio trick to consider after this year's monster bull market.

Use these strategies to combine a personal and high-tech approach to avoid falling behind the times.

It turns out that these principles aren’t limited to investment strategies.

Demystifying COLA and maximum earnings subject to tax increases.

Many pension plans are facing financial woes, with many of them reducing pension payouts to their beneficiaries.

Demystifying COLA and maximum earnings subject to tax increases.

Four reasons why this is critical when helping clients with retirement.