Wealth Think

While headlines suggest that the Social Security system is running deficits, the truth is a bit more nuanced. For one thing, investment income is often ignored.

Here are some of the most significant tax law changes to keep in mind this year as advisors prepare 2013 income tax returns and start planning for next year.

To help clients, make sure you understand the answers to a few of the most common Medicare questions -- and can suggest resources for more information.

Holding effective meetings with staff and clients not only maximizes your own time, but also makes the most of your employees' time and your clients' time.

Though the cost to the system of "file and suspend" and "claim now, claim more later" filing strategies is modest, Congress will eventually be forced to look for ways to align future balance sheets as the Social Security trust fund gets spent down.

Lifestyle practices get a bad rap. But one of my main goals when starting my RIA was to build a business and a life that met my needs.

Forging real relationships -- in person and not just online -- builds not only long-term friendships, but business to boot, says one marketing expert.

FINRA's treatment of a former manager in its southeast regional office shows the self-policing group for brokerages should be "put out of its misery once and for all," writes a former investment banker, author and columnist.

Many states have updated their trust laws, providing simpler techniques to help trustees deal with the challenges of irrevocable trusts.

One of President Obama's proposed 2015 budget changes calls for a provision that would require Roth IRAs to follow the same RMD rules as other retirement accounts -- a 'major game-changer' for retirement planning, says one IRA expert.