Practice

The last review was seven years ago.

The government deemed file-and-suspend an "aggressive" claiming strategy, but some clients can use it for 6 more months; Plus, clients should use the bucket approach to emergency savings.

Advisors can tell clients that the Fed will likely be very cautious in the months to come, says columnist Kimberly Foss.

A bad profile can be worse than not having one. Don’t be held back.

Spousal election to treat an IRA inherited from a deceased spouse as the surviving spouse's own IRA may not be made until after the death of the first spouse; Plus, Some Americans leave tens of thousands of Social Security benefits on the table.

This list will appeal to advisors looking for new ideas, practices and perspectives to consider for the new year.

This list will appeal to advisers looking for new ideas, practices and perspectives to consider for the new year.

The Financial Stability Oversight Council was characterized as an enigmatic interagency body that has not provided enough rationale for designating certain financial firms as a threat to the economy.

Scott Minerd, global chief investment officer at Guggenheim Partners, predicts 10% to 15% of junk bond funds may face high withdrawals as more investors worry about getting their money back.

There are some specific challenges when making this key transition.