Practice

From Roth conversions to QHFDs: The coronavirus pandemic is forcing difficult questions, and clients rightfully are looking for answers that advisors are uniquely suited to provide.

With fewer people investing in active strategies and more options to choose from, competition is extremely fierce.

By extending their working years, seniors can see an increase in their Social Security payouts.

Your participation in the latest Financial Planning Tech Survey will allow us to analyze and provide valuable information about industry trends. For each completed survey, we will donate $10 to Direct Relief to help in the fight against COVID-19.

Working from home doesn’t have to mean all work all the time.

It has taken me eight years of conscious work to be able to discuss this topic so frankly.

Overuse of “may” instead of “will” and gauzy formulations in disclosures won’t cut it despite the halt to in-person exams, an SEC official says.

The boost in accounts has helped compensate for withdrawals by investors who need cash.

A revocable living trust is one way to reduce their estate taxes, however the law requires clients to sign the document in the presence of the notary.

Seniors should focus on what they can control — such as their reaction to market volatility and their long-term savings.